Retirement and estate planning are not just financial necessities—they are essential steps to preserving your family’s legacy and ensuring financial peace of mind. For family-owned enterprises, these plans are particularly vital as they encompass both personal and business assets, requiring a seamless integration of strategies to secure wealth, align goals, and minimize tax liabilities.
At Shajani CPA, we specialize in crafting personalized Legacy Plans designed to reflect your ambitions. Whether you are planning for a comfortable retirement, ensuring your estate is distributed according to your wishes, or navigating the complexities of intergenerational wealth transfer, our team offers expertise you can trust. With decades of experience and credentials like CPA, LL.M (Tax), and TEP, we deliver comprehensive solutions tailored to Canadian families.
Retirement Planning
We help you assess your income needs, optimize withdrawal strategies, and build sustainable income streams through CPP, OAS, and tax-efficient investments like RRSPs and TFSAs.
Estate Distribution and Wealth Transfer
From drafting wills to establishing trusts, we design strategies to protect assets, reduce family conflicts, and ensure smooth intergenerational transfers.
Tax Optimization
Leveraging spousal rollovers, Graduated Rate Estates (GREs), and charitable giving strategies, we minimize lifetime and estate tax liabilities to preserve more wealth for future generations.
Advanced Tools
Our expertise includes family trusts, holding corporations, and insurance planning to provide liquidity and enhance the management of your wealth.
Minimized Tax Burdens
Proactively plan to reduce taxes during your lifetime and upon the distribution of your estate, ensuring more of your wealth benefits your family.
Legacy Preservation
Protect and grow your assets through tailored solutions like estate freezes and trusts, ensuring your family’s financial security for generations.
Peace of Mind
With clear, actionable strategies and professional oversight, you can focus on enjoying retirement and leaving a meaningful legacy without worrying about financial complexities.
Holistic Financial Guidance
Our Peak Performance Plans integrate retirement and estate planning with wealth management, creating a unified strategy to achieve your goals.
The Shajani CPA Advantage
Since 1984, Shajani CPA has been a trusted partner to Canadian families, combining personalized service with industry-leading expertise. As proud members of Russell Bedford International, we also offer global capabilities, providing seamless solutions for cross-border wealth and estate planning in over 151 countries.
Tell us your ambitions, and we will guide you there. Partner with Shajani CPA today to create a roadmap for your retirement and estate planning. Contact us to secure your financial future, minimize taxes, and preserve your legacy for generations to come.