Find a CEA

*

We help professionals, business owners and their families build wealth, so they can live life on their own terms, by wrapping
tax and financial planning around investment advice.
Hall O’Brien – Planning for Wealth is a SMART approach to help clients maximize their wealth and live the life they want.

 • Sound - risk adjusted, backed by a financial plan

 • Meaningful - achieves your goals for your money

 • Accountable - as discretionary Portfolio Managers we have fiduciary duty to act in your best interest

 • Results-Oriented - measured against a personal targeted rate of return 

• Tax-Efficient – minimize your lifetime tax burden and ensure more of your money stays in your pocket 

We can help you find the answers to questions like: • Will I have enough to have the lifestyle I want?
• Will my money last as long as I need it to?
• Am I doing everything I can to grow and protect my money?
• Will my family be OK if something happens to me? • What will the transition out of my business look like?

My name is Kait O'Reilly and I am a articling clerk at O'Dea Earle. I have a Bachelor of Commerce(Honours) from Memorial University and a Juris Doctor from Schulich School of Law at Dalhousie University. 

I am passionate about providing legal services in Wills and Estates in a timely manner with avid due diligence.

I will also provide services in Real estate, Personal Injury, Civil Litigation, and more pending my call to the bar in June 2024.   

I understand that good financial advice is more important
than ever.  As such, I take a long-term
approach to planning.  I believe that a
detailed plan, reviewed and updated regularly, will ensure that you have access
to the financial resources necessary to realize your goals and stay on
track.  I believe that building long-term
relationships with clients is the best way to help you and your family to
explore the financial options that are best for you at each stage of your life.

I've been helping pre-retirees, retirees and small business owners with:

- Estate Preservation/Transfer

- Business transitioning

- Risk Management

I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.  

We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and beyond.

Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.

Our mission is to be a sought-after partner, key resource and essential stakeholder at the decision-making table for family-operated businesses in providing the design and structure of legally sound, tax efficient, community-centric, financially healthy practises.

Cadence Final Document Services provides software to automate estate settlement tasks and advisory services to assist families and executors with the various administrative tasks after a death. 

We believe that grief is hard enough. We are dedicated to making estate settlement simple. 

Call us today to get started. 

306-500-9625 or toll-free at 1-800-500-2135

Pius is a lawyer with more than a decade of experience in multiple jurisdictions. In the course of his career he has assisted clients on a wide range of legal matters but he specializes
in estate planning and estate administration. When he is not at work he enjoys walking, cycling, hiking and swimming.

A long career of the full financial organization of personal, business, and investment records of my clients, primarily high net worth individuals and small to medium sized business owners and managers.  That responsibility extends to the beneficiaries of their life long work.  For both them and their families, having someone at their right hand with a personal, comprehensive and confidential connection to all of their financial affairs, can be the best gift of all.  What needs to be done, by whom, and when.  And the best time to arrange all of that, is now.