OFFICE HOURS: MONDAY TO FRIDAY, 8:00 AM TO 4:00 PM.

PLEASE CALL TO MAKE AN APPOINTMENT.

Retirement and Estate Planning in Surrey

When you have worked hard all your life and are planning to retire, you need to plan it properly so you can enjoy it without worries. This is where Schmidt Berg, Chartered Professional Accountants comes into the picture. If you have been planning your retirement for long, then you would have contributed to the Canada pension plan or your Canada RRSP retirement savings throughout your career. Our retirement planners will help you calculate how much you have saved and keep you up-to-date with any changes. Along with retirement planning, we also help you manage your estate planning in Surrey and throughout BC. Contact us today for more information.

Guidance for Your Retirement

Our retirement planning experts can help you understand:

  • Probate fees (sometimes called “inheritance tax”)

  • Your Canada pension plan

  • Estate tax

  • Trust account

  • Retirement savings (Canada RRSP)

Services

Our retirement planning services include:

  • Canada pension plan advice

  • Retirement savings

  • Retirement planning

  • Pension buyout tips

  • Estate planning and estate tax

  • Inheritance tax and probate fees

  • Trust account

  • Tax-free savings (TFSA Canada)

Plan Your Retirement

Secure your future with retirement and estate planning. Discuss with our CPA.

Call Us Now

Schmidt Berg, Chartered Professional Accountants

201-15399 102A Ave
Surrey, BC

V3R 7K1

Phone

Email

Fax

604-588-6708

Toll Free

Regular Office Hours

Monday – Friday: 8:00 AM – 4:00 PM
Saturday: Closed
Sunday: Closed
We are closed on statutory holidays.

Tax Season Hours

From February 16 – April 30
Monday – Friday: 8:00 AM – 5:00 PM
Some Saturdays by appointment only.

Service Area

British Columbia

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