C8-490 Dutton Dr

Waterloo, ON, N2L 6H7

Phone: 519-535-8401

Estate Planning in Waterloo

As the generation of baby boomers begins to retire, consultation with a tax adviser is a must. At my office of Sheila CPA, CA, there are two reasons why estate planning in Waterloo with me makes sense:

  • First, I can help you pay as little income tax as possible during your lifetime

  • Second, I can help you minimize the probate costs and fees associated with the assets you wish to be transferred at the time of your death

In other words, estate planning is not primarily about money; it’s about relationships, people, and family. It’s all about planning or coping with the changes within your family, financial situation, and physical health, which must be addressed when they occur.

I use a wide range of strategies and tools to design the estate plan that is right for you. My services cover tax implications related to:

  • Financial planning

  • Life insurance

  • Estate freezing and refreezing

  • Asset transfers

  • Business succession

  • Planner charitable giving

  • Will planning

  • Trusts

In Canada, death can result in significant income tax bill if not properly planned for, especially when significant assets are involved. Contact me for assistance with estate planning in Waterloo.

Reliable Tax Solutions

Put a Chartered Professional Accountant in your corner this year.


Sheila CPA, CA
C8-490 Dutton Dr
Waterloo, ON, N2L 6H7


Monday – Friday: 9:30 AM - 3:30 PM

Evening and weekend appointments can be arranged.


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