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    Douglas Spence & Associates CPA | Estate & Retirement Planning

    Careful planning at all stages of life can help maximize your benefits.

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    Estate & Retirement Planning

    Planning should be done throughout your lifetime to ensure you pass on your wealth to children and family members. Proper planning can help minimize tax and maximize your estate. We can assist you in developing a reliable plan and advise you on tax implications of your decisions.

    Careful planning at all stages of life can help you better prepare for retirement. We can create customized retirement plans depending on your unique situation and your personal goals.

    We can help you with:

    • Tax optimization
    • Trusts
    • Estate administration tax (probate) minimization
    • Retirement plan
    Estate & Retirement Planning

      About

      Douglas Spence & Associates CPA

      Douglas Spence & Associates CPAs has been operating as Chartered Professional Accountants in Oakville since June 2005.

      Service Areas

      • Brampton
      • Burlington
      • Cooksville
      • Etobicoke
      • Georgetown
      • Halton
      • Hamilton
      • Milton
      • Mississauga
      • Oakville
      • Streetsville

      Contact

      180 Oak Park Blvd. (Entrance on Sawgrass Drive)
      Suite 107B
      Oakville, Ontario
      L6H 0A6
      Phone : 905. 257. 2232
      Email: info@dsacpaca.com
      © Douglas Spence & Associates CPA 2021, All Rights Reserved.
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