Trust and Estate Planning
At O’Keefe & Sullivan, we give each client the attention they require to guide them through the many financial and tax related items they need to reflect on in order to accomplish their objectives. Our philosophy is that good tax advice is individual in nature and an integral part of each person’s financial goals. This allows the client to focus on growing their enterprise, while having their corporate and personal tax needs met by a professional who is in tune with their objectives. We are consistent, patient and professional. We offer peace of mind services, including wills, power of attorneys, advanced health care directives, trusts, life insurance planning, probate and administration.
Law firm Partner Colin Sullivan leads both our Estate Planning and Business Succession Planning practices. As both a lawyer and registered chartered professional accountant, Colin provides unique insight and strategic advice that is hard to find elsewhere in Atlantic Canada. We are routinely called on by various banks and financial advisors to assist mutual clients with their trust and estate planning needs.
