Everyone’s retirement circumstances and requirements are different. There are, however, universal need-to-know questions such as; "How do I ensure I have enough to retire when I want to?" and "What legacy do I want to leave?" The independent experience and expertise of our team is invaluable when it comes to retirement and estate planning. Part of what we do is explore all pension and retirement-savings options and then streamline estate planning in order to minimize tax liabilities and maximize peace of mind. Our Retirement & Estate Planning team provides guidance with:


Partners
Norman Daley
Norman Daley

FCPA, FCA
250.434.9022
norman.daley@daleyllp.ca

Sandra Blair
Sandra Blair

CPA, CA
250.434.9051
sandra.blair@daleyllp.ca