We are a leading estate planning firm and tax advisor in Vancouver, dedicated to ensuring your financial future and legacy. We provide expert guidance to minimize tax liabilities and secure your estate for generations.
Vancouver Estate Planning was established in 2024 to address a critical gap in estate management services. Stemming from a decade-long expertise in tax advisory and financial planning, our founders recognized the often overlooked but significant impact of terminal taxes. With a profound understanding of tax implications upon death, we provide tailored strategies to minimize terminal tax liabilities and preserve legacies. Vancouver Estate Planning combines a large firm's resources with a boutique agency's personalized care.
Our mission is to facilitate the tax-efficient transfer of wealth to the next generation, ensuring long-term financial security and prosperity. We strive to minimize estate taxes and preserve legacies, ensuring that every plan reflects the unique intentions and values of those we serve.
Hello, I’m Ali Chang, co-founder of Vancouver Estate Planning and a Trust and Estate Practitioner. Born and raised in Vancouver, I've been at the helm of my tax accounting firm since 2007. After observing a significant gap in tax-focused estate planning, I earned my trust and estate practitioner designation in 2023. Leveraging my extensive experience in Canadian tax law, I work diligently to enhance our clients' legacies. Outside work, I love playing tennis and cherishing moments with my husband and two children.
Hi, I'm Casey Cameron, co-founder and advisor at Vancouver Estate Planning. My journey began after graduating from UBC in 2003, where I gained valuable experience at a major global bank in Canada and Australia, followed by a stint at a boutique financial planning firm in Vancouver. Driven by entrepreneurial spirit, I founded Camlife Financial in 2014. With an eye on the impending generational shift in wealth and its associated tax implications, I co-founded Vancouver Estate Planning in 2024 to provide strategic solutions.
Besides work, I enjoy golfing, skiing, tennis, and coaching the Kerrisdale Little League.
Our mission is to facilitate the tax-efficient transfer of wealth to the next generation, ensuring long-term financial security and prosperity. We strive to minimize estate taxes and preserve legacies, ensuring that every plan reflects the unique intentions and values of those we serve.
Unlock the secrets to preserving your wealth with our expertly curated guide. Learn essential tips for tax-efficient wealth transfer and secure your family's future today!
Our tailored solutions in Vancouver, BC ensure seamless wealth transfer, minimizing tax liabilities and maximizing financial security for your loved ones.
'Vancouver Estate Planning transformed our approach to inheritance, providing peace of mind and substantial tax savings.'
- John D., Vancouver
'Their strategic tax planning made the complex simple, and saved our family business a significant amount in taxes.'
- Emily R., Vancouver
'Thanks to Vancouver Estate Planning, we now have a customized estate plan that addresses all our concerns.'
- Mike W., Vancouver
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Vancouver Estate Planning offers professional trust and estate practitioners to clients across Vancouver, Burnaby, Richmond, North Vancouver, West Vancouver, Surrey, Vancouver Lower Mainland, and the surrounding areas.
We are a Tax-Focused Estate Planning Firm offering Estate Planning Services across Vancouver, Burnaby, Richmond, North Vancouver, West Vancouver, Surrey, Vancouver Lower Mainland, and the surrounding areas.
