CORPORATE & ESTATE PLANNING
Estate & Financial Planning
At Private Lane Advisory, we partner with Estate and Financial Planning services that are built for entrepreneurs, professionals, and multi-generational families who value privacy and precision.
We help coordinate your legal, tax, investment, and insurance strategies so your wealth transfers smoothly and tax-efficiently — to the right people, at the right time.
What our Partners Do
Estate Architecture
We design complete estate structures — wills, trusts, and beneficiary planning — so your intentions are clear and your estate is properly funded.
Tax Strategy
We work with your accountants and lawyers to optimize corporate structures, capital dividend accounts (CDA), and philanthropic giving.
Business Succession
We guide owners through shareholder agreements, estate freezes, and buy–sell funding using life, disability, or critical illness insurance.
Trusts & Estates
We develop family and testamentary trust plans, handle cross-border complexities, and design plans to minimize disputes.
Risk & Liquidity Planning
We integrate insurance as a strategic funding tool for taxes, wealth transfer, and business continuity.
Advanced Underwriting
We offer expert-level underwriting for complex and large cases, ensuring fair market valuations and effective risk management.
How We Work
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Discovery
We take a detailed look at your financial, corporate, and family situation — clarifying your goals, risks, and estate structure. -
Design & Coordination
We model options, coordinate with your legal and tax advisors, and design an aligned estate and tax plan.
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Implementation
We support the execution process with your professional team and ensure ownership and beneficiaries are properly aligned. -
Stewardship
We stay involved with annual reviews, tax and legislative updates, and changes in your family or business life.
Who We Serve
Entrepreneurs – business owners and holding company structures
Professionals – incorporated doctors, lawyers, and consultants
Families – multi-generational wealth, trusts, and legacy planning
Our Planning Team
Through our partner relationships , our clients gain access to a team of advanced specialists in tax, legal, actuarial, and underwriting services.
Jean-Pierre Berger, LL.B., B.B.A., M.Tax., Fin. Pl., FSA
Vice-President, Professional Services
Provides expert financial, estate, and tax planning advice nationwide, drawing from experience in accounting, law, and wealth management.
Chris Ireland, CPA, CA, TEP
Senior Vice-President, Professional Services
Leads PPI’s national planning team. Over 20 years in tax and trust planning; frequent author and speaker with STEP and CALU.
Greg McCormack, FSA, FCIA
Consulting Actuary
Specialist in insurance valuations, cross-border policy work, and actuarial modelling for advanced estate and business cases.
Laroux Peoples, JD, TEP
Vice-President, Professional Services
Expert in wills, trusts, and estates. Former law-firm partner, now a national consultant and educator on multi-jurisdictional planning.
Patrick Uzan, BA (Econ.), CPA, CA, TEP, CLU
Vice-President, Professional Services
Over 25 years of experience in succession, tax, and insurance planning for high-net-worth clients.
Romeo Vitagliano, FALU, FLMI, ACS
Vice-President, Advanced Underwriting
Renowned underwriting specialist for complex and large insurance cases, focusing on impaired risk and high-net-worth markets.
Melanie Zimmerman, CPA, CA, TEP
Vice-President, Professional Services
Specialist in estate and trust taxation, author of the Advisor’s Guide to Life Insurance Taxation, and educator to financial professionals.
Why Private Lane
Independent & Coordinated
We collaborate directly with your existing legal and tax professionals — ensuring all sides work together.
Technical Depth
We bring national-level expertise in tax, legal, and actuarial analysis to every case.
Quiet Execution
Our focus is on clarity, professionalism, and confidentiality — never on pressure or sales tactics.
Next Steps
A brief confidential conversation helps us understand your goals and current structure. From there, we’ll provide a clear roadmap of priorities, opportunities, and next actions.