We have experience and resources to help business owners, executives and HNW families transition to become stewards of their own wealth.

Wealth & Estate Planning

What kind of legacy will you leave behind? A well structured estate plan gives you peace of mind knowing that loved ones will be taken care of for generations to come. Our team of experienced estate planning professionals can help you integrate your philanthropic and charitable decisions, maximize the value of your estate, and create a tax efficient investment plan.

Philanthropy

A common characteristic of Julia Cheng & Associates’ clients is their generous spirit. Optimizing the structure of your charitable giving by using relevant, practical, and tax preferred strategies can result in your favourite philanthropic associations getting the most out of your gift.

Wealth Plans

An effective Wealth Plan acts as a roadmap and enables you to navigate through the issues and ideas related to wealth stewardship. Working with the Julia Cheng & Associates team, and the added expertise of Canaccord Genuity Wealth Management, we can help to guide you and yours in the strategic decision making that influences both current prosperity and the prosperity of future generations.

Business Succession

If you’re approaching a liquidity event or are in the stages of planning the succession of your business, Julia Cheng & Associates has the experience, professionals, and resources to guide you through the process and can prepare you for the transition from business owner to steward of your wealth.