- 1670 North Service Rd E #217, Oakville, ON L6H 7G3
- advisor@oroojfinancial.com
- (905) 624-0008
As a physician or corporate professional, you’ve worked hard to build a successful career and accumulate significant assets. Without a proactive estate plan, however, a large portion of your wealth could be lost to taxes. We help professionals safeguard their estates and ensure their legacy is passed on efficiently and according to their wishes.
Our approach includes:
– Customized estate plans aligned with your career, family, and financial goals
– Tax-efficient strategies such as estate freezes, pipeline planning, and corporate will structures
– Corporate insured retirement plans and asset transfer strategies
– Charitable giving and loss carryback planning to reduce tax liabilities
With expert guidance, you can gain peace of mind knowing your estate is protected and your intentions are clearly documented.
Entrepreneurs face unique challenges when it comes to estate and succession planning. We take a comprehensive, architected approach—bringing together legal, tax, investment, and insurance expertise to build a strategy that supports both your business and personal legacy.
Our team helps business owners:
– Protect and transition business assets efficiently
– Minimize tax exposure through corporate structuring and insurance strategies
– Plan for succession with clarity and confidence
– Ensure long-term financial security for both the business and the family
We’re committed to helping you leave more to your loved ones and charitable causes—while minimizing the burden of taxation and administrative complexity.
For ultra-high-net-worth families, estate planning is about more than preserving wealth—it’s about shaping a legacy that endures. Families with a net worth of $30 million or more face complex financial landscapes that require sophisticated, customized solutions.
Our estate planning services for affluent families focus on:
– Strategic tax minimization and intergenerational wealth transfer
– Conflict prevention through clear governance and trustee selection
– Protection against probate delays, asset vulnerability, and business disruption
– Philanthropic planning through trusts, foundations, and charitable structures
We work closely with families to design dynamic estate plans that evolve with their needs—ensuring their wealth supports future generations and meaningful causes.
