Stewardship Worthy of a Legacy.
Trust accounting, T3s, and estate administration.
We work with trustees, executors and beneficiaries to handle every accounting and tax obligation that follows the creation of a trust or the settlement of an estate.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Private Client
Every engagement, considered.
The core of what's included when you engage PAG for trust & estate services.
T3 trust returns and estate income tax filings
Clearance certificate applications with the CRA
Trust accounting, reporting and beneficiary statements
Coordination with estate lawyers and trustees
Advice on 21-year rules and trust restructuring
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, administering every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
More from our Private Client practice
Personal Tax Returns
Every credit, every deduction, every year.
Learn morePrivate Wealth Planning
Holistic strategy across tax, investment and legacy.
Learn moreFamily Office Services
Centralised oversight for complex family wealth.
Learn moreEstate & Succession Planning
Plan today so the next generation inherits well.
Learn more