It can be overwhelming to deal with the financial affairs of a close family member or friend when they pass away. Metrix Group offers professional services to assist the family and executor in finalizing all tax matters in an efficient and timely manner. We offer planning and advice concerning the transfer of assets to the beneficiaries to minimize the tax consequences.
We provide the following services:
Preparation of the Terminal and Rights of Thing Tax Returns
Advice on transferring assets
Preparation of Trust Tax Returns
Advice on family trusts
Assistance in gathering information for the preparation of the probate application
Correspondence with other professionals, including lawyers, appraisers, investment brokers and financial institutions
Applying for the Clearance Certificate
Effective 2023, there are new rules requiring that more trusts and estates file tax returns. These changes will catch many individuals and businesses that may not be aware of their trust-like relationships, exposing them to potential penalties and other consequences for non-compliance. Click the link for more details and to see if you might be affected by new and expanded trust reporting rules.
Our Estate Planner is designed to help you organize your important personal and financial information all in one convenient place. This is a great way to provide quick reference to important documents, financial assets and commitments, passwords and even social media accounts.
This convenient tool alleviates stress while supporting Executors and families in settling estates and financial planning after the passing of a loved one.
OUR Estates & Trusts Experts
Wayne Dumont, CPA, CA, Partner
Wayne has over 40 years of dedicated experience at Metrix Group directly following his graduation from the University of Albert in 1979, and has been a partner of the firm for the majority of this time. He serves clients in his practice through the Metrix Group office in Edmonton. He specializes in assurance, compilations, tax, estates, trusts, and personal tax.
Terry St. Laurent, CPA, CGA, CA, Partner
Terry has over 20 years of experience in the field and has been with Metrix Group for 8 years. She serves clients in her practice through the Metrix Group offices in Edmonton, Lloydminster and Whitecourt. She specializes in assurance engagements for private companies; review and notice to reader financial statements; corporate and person income tax preparation; estate and trust income tax planning; general corporate income tax services; tax planning for private enterprises; restructures and reorganizations.
Ron Aquin, CPA, CA, CMA, CFP, Partner
Ron has been a partner with Metrix group since joining the firm on January 1, 2010 and has over 34 years of experience working with owner-managed privately held companies. He serves his clients as a trusted business advisor providing a wide range of services through the Metrix Group offices in Edmonton and Lloydminster. He specializes in assurance engagements; audited, reviewed and notice-to-reader financial statements; business consulting including for corporate acquisitions and divestitures, corporate and personal income tax compliance; and estate, trust, corporate and personal income tax planning strategies. Ron has extensive experience with respect to corporate reorganizations and tax planning arrangements.
See our Services Directory for a complete list of our comprehensive services