Financial advisors

Clearly, a focus on estate and tax planning is of great interest to your HNW clients. The financial institutions you work with provide access to some services and solutions, but they may not provide a customized fit for every client. A more targeted, highly customized approach might help. Create a superior experience for clients who expect it, using a process that is yours.

Sean Rheubottom has worked for 20+ years as a tax and estate planning lawyer working on behalf of affluent client families across Canada, largely in a HNW Private Client setting (estate and tax planning with emphasis on tax planning for private corporations and farms) and a Trust corporate setting (overseeing the drafting of Will and Trust documents for complex cases requiring a professional Executor or Trustee). Sean has filled corporate roles such as

• Advisor - Tax & Legal;

• Director - Trust & Tax;

• Regional Vice President - Wealth Planning;

• Tax and legal lead for the Assante Ag Group, providing advice for farm families across Canada, mainly in the Prairie region.

Sean’s work has always involved collaborating with and serving as a resource to financial, legal, and tax advisors on behalf of mutual clients, finding tax and estate planning issues and opportunities and then meeting with advisors and clients to present the findings. Sean has extensive experience in joint marketing efforts and teaching including large and small speaking engagements.

Working in such settings has allowed Sean to spend an extraordinary amount of time studying the technical legal and tax aspects of Estate & Tax Planning for complex situations, with an ability to recommend planning concepts and solutions in almost any business, farm or individual situation.