Oakville Professional Accountants Advising on Estate, Financial and Succession Planning

You spent years building your wealth and we understand how important it is for you to protect your legacy for you and your family.

Over our firm’s history, Glenn Graydon Wright LLP has helped our clients across Oakville, Mississauga, and the Halton Region strategically plan their estates and family finances.

Our comprehensive planning strategies have helped our clients reduce their tax burden, preserve wealth for future generations and support the causes that are important to them.

We have the expertise and vision to help you preserve the wealth of your estate.

Financial Planning Services with a Personal Touch

Let our team of tax and estate planning experts at Glenn Graydon Wright LLP deliver strategic tax and financial planning advice to protect your estate assets and ensure a smooth transition to loved ones, future generations and charities.

We can guide you through the complex process of getting your financial affairs in order. In addition, our staff specializes in personal estate planning and business succession planning to ensure the continuity of your business and legacy.

For decades, our clients have trusted us to provide comprehensive plans that help protect their legacy and assist in transitioning assets to future generations in a tax-efficient manner.

Oakville’s Estate and Financial Planning Professionals

Preserve your wealth the way you want.

Our approach is tailor-made for each of our clients. We are partners and trusted advisors for our client’s estate planning and business planning needs. Whether you are just starting to think about protecting your legacy or updating your estate plans, we can develop comprehensive plans and strategies to fit your needs.

At Glenn Graydon Wright LLP, we offer various services to manage your personal and business assets.

  • Business succession planning
  • Estate and trust services

Business Succession Planning

You have built a solid business; now it’s time to ensure its continued success. Whether you’re looking to develop an exit plan or pass on your business to future generations, we can collaborate with you to create comprehensive strategies that meet your and your business’ needs.

With our solid background in tax and financial planning, we can offer your business the highest level of expertise in succession and estate planning. Glenn Graydon Wright LLP can help you find the best solutions to transfer your business assets and ensure your business continues.

We partner with our clients to provide ongoing support and help simplify the complexities of business succession planning.

Estate and Trust Planning Services

At Glenn Graydon Wright LLP in Oakville, we know that estate and trust planning involve more than a will. Planning your estate is a complex financial arrangement and can also be an emotional exercise.

We help our clients in Oakville, Halton and Mississauga areas to protect, grow and preserve wealth for future generations.

Our team at Glenn Graydon Wright LLP provides comprehensive estate and trust planning services to our clients in Oakville, Halton and Mississauga to help plan your estate and transfer of assets in a tax-efficient manner.

Estate and trust plans are often complex and have a lot of moving parts. However, we can help you develop a comprehensive and strategic financial plan to help preserve your legacy.

We offer our clients a variety of estate and trust planning services to fit their needs. Our clients rely on us to:

  • Establish, manage and report on inter-vivos trusts
  • Prepare terminal returns and special elective tax returns on the death of an individual
  • Prepare trust information and tax returns
  • File various estate and trust elections and designations

We have worked with clients over the decades as their families have grown and evolved. Our clients trust us to communicate and support them as their situations change. We believe in a personal and collaborative approach to trust and estate planning.

Our team of experts can offer ongoing support and periodic reviews of your estate plan so you can be sure your plan evolves as your family and financial situation evolve.

Contact Glenn Graydon Wright LLP in Oakville for all your Estate and Tax Planning Needs

At Glenn Graydon Wright LLP, we offer services to help secure your financial future through trusts, estate planning, and business succession planning. Our experts serving the Oakville, Halton, and Mississauga communities can help you develop comprehensive plans and offer ongoing support to help protect your legacy. Give us a call today at 905-845-6633, or connect with us online, to schedule an initial consultation.