Comprehensive Estate Planning Services

Our estate planning services are designed to protect your wealth and ensure your wishes are carried out efficiently. Key offerings include:

1. • Personalized estate plans tailored to your family structure, values, and long-term goals
2. • Tax-efficient strategies to minimize estate taxes and preserve wealth for beneficiaries
3. • Business succession planning to ensure continuity and smooth ownership transitions
4. • Charitable giving strategies to maximize philanthropic impact
5. • Multigenerational wealth preservation to safeguard family assets for future generations

By working closely with clients, our licensed CPAs develop strategies that address complex financial situations while adhering to Canadian tax laws and regulations.

Professional Trust Services

Our trust services focus on the prudent administration and management of assets in compliance with fiduciary responsibilities. Our team provides:

1. • Administration of family, charitable, and corporate trusts
2. • Oversight of income and principal distributions to beneficiaries
3. • Investment management in accordance with trust provisions
4. • Compliance with trust law and Canadian tax regulations
5. • Transparent reporting and documentation to ensure accountability and peace of mind

Our CPA professionals combine expertise in trust law, accounting, and financial management to help clients achieve long-term objectives with integrity and professionalism.

Remote and Virtual Services

Through CRA-approved software and secure cloud platforms, we provide virtual estate and trust services to clients in Hamilton, Toronto, and across Canada. This allows individuals and businesses to access professional guidance conveniently without the need for in-person meetings. Our remote services include:

1. • Secure online consultations and document sharing
2. • Digital preparation and filing of trust-related documents
3. • Real-time reporting and updates for trust and estate accounts
4. • Strategic planning sessions to optimize tax efficiency and compliance

Why Choose Momentum Accounting CPA Professional Corporation?

1. • Licensed CPA firm with extensive expertise in estate and trust services
2. • Local knowledge in Hamilton and Toronto while providing remote services nationwide
3. • Personalized solutions tailored to individual, family, and business needs
4. • Cloud-based, CRA-approved platforms for secure virtual collaboration
5. • Commitment to accuracy, compliance, and long-term wealth preservation

Plan and Protect Your Wealth with Confidence

At Momentum Accounting CPA Professional Corporation, our mission is to help clients protect their assets, minimize taxes, and achieve long-term financial goals. Whether you require local support or virtual services, our CPA team provides expert guidance and strategic planning for all your estate and trust needs.

📞 Contact us today to schedule a consultation and learn how we can assist with estate planning, trust administration, and wealth preservation strategies.