Estate tax and wealth transfer planning · Markham, Ontario
Your estate will owe tax. The question is who pays it, and with what.
You built a business, a portfolio, maybe a cottage or a rental property. At death, Canada taxes it as if it were sold. We show you the number, then make sure your family is not the one forced to sell.
Sami Majdalani · Founder, Eagle Wealth Partners
Start here
Two kinds of clients. One discipline: numbers before products.
For business owners
I own a business
What will my corporation owe at death, and what will pay it?
Incorporated owners, partners and professional corporations.
$1.18M
Tax at death for an owner with a $2.8M corporation, a $650K RRSP and a rental property.
Free tool: Estate Tax Exposure Quick Scan (3 minutes)
For families
I'm planning for my family
What will my children owe on the cottage and RRIF, and who pays it?
Couples and parents with a cottage, rental property, RRIF or investments to pass on.
≈$650K
Tax at the second death on a cottage bought for $300K, now worth $1.3M, plus an $800K RRIF.
Free tool: Executor Emergency Kit
Own a business? Most owners need both. We plan the corporation and the family as one estate.
Illustrative only. 2026 top Ontario tax rates. The family example assumes no other income in the year of death. Ontario estate administration tax is extra on assets that pass through the will.
The real problem
Not whether you pay tax. How much, when, and from where.
The tax bill at death is real money, due within months. The wealth that triggers it is locked in shares, property and registered accounts. That gap between the bill and the cash is what we close.
When the cash is not there, families pay for it three ways:
A forced sale
The business, the cottage or the rental property goes at whatever price a quick sale brings, not what it is worth.
Emergency borrowing
Heirs take on debt to pay the government, during the hardest months of their lives.
Savings drained
Money set aside for the next generation pays a bill that could have been planned and funded in advance.
What clients say · Google reviews
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Vinoka KannanTrustindex verifies that the original source of the review is Google.
I had a wonderful experience working with Sami at Eagle Wealth Partners to set up my life insurance. Sami was extremely knowledgeable, professional, and helpful throughout the entire process. He took the time to explain everything clearly, answer all of my questions, and make sure I understood my options and felt confident with the coverage I selected. The entire process was smooth and stress-free, and I really appreciated Sami’s responsiveness, patience, and personalized approach. It was clear that he genuinely cared about making sure I had the right coverage for my needs. I’m extremely happy with the service I received and would highly recommend Sami and Eagle Wealth Partners to anyone looking for professional and trustworthy guidance with their life insurance.![]()
Farhad MoradiTrustindex verifies that the original source of the review is Google.
Sami is one of those rare professionals whose knowledge, perspective, and wisdom become more evident every time you speak with him. Every time I meet with Sami, I walk away more confident than before that his depth of expertise is not something easily found. He combines technical knowledge with long-term vision, practical business understanding, and a genuine ability to see what others may overlook. What I appreciate most is that Sami does not just look at numbers, structures, or planning in isolation. He looks at the bigger picture: the business, the family, the future, and the responsibility that comes with protecting what has been built. I have personally learned a great deal from his insight, whether in relation to my own business or the way he evaluates broader business and succession challenges. His advice is thoughtful, strategic, and grounded in real-world experience. I highly recommend Sami to any incorporated business owner or professional who values wisdom, clarity, and long-term protection over quick, surface-level advice.![]()
M DTrustindex verifies that the original source of the review is Google.
My family and I had a great experience working with Sami. He took the time to clearly explain the options best suited for our business, and he and his team helped implement an effective structure, particularly in the areas of estate planning and tax planning. His approach was thorough and detail-oriented, ensuring everything was set up efficiently in a way that supports future growth while optimizing tax considerations. Overall, we truly felt that Sami was knowledgeable, responsive, and genuinely invested in our success. Thank you for all your help!![]()
Chadi H.Trustindex verifies that the original source of the review is Google.
Sami was incredibly accommodating, taking the time to educate me on a wide variety of options until we identified the best product for my needs. I learned a lot through this process and am very happy with the policy we created. He helped me find the ideal value product for my lifestyle and we explored products that I had not known were available until we started working together. Thank you Sami for all your time and efforts!![]()
Vicky SnyderTrustindex verifies that the original source of the review is Google.
I had no idea that a whole life insurance policy doubles as a living investment. The world of insurance is of no interest to me so it's nice when someone just explains to you exactly what will help you, and nothing more![]()
Alex TosunTrustindex verifies that the original source of the review is Google.
I just wanted to appreciate everything that Sami has done for me when it comes to setting up my life insurance he has helped me and guide me to give me the best option for me. Thanks again sami!![]()
Michael DaouTrustindex verifies that the original source of the review is Google.
Sami understood our needs and tailored a life insurance plan that fit our budget, all while explaining the options with patience and clarity. Professional financial advise.![]()
Anya KurmashovaTrustindex verifies that the original source of the review is Google.
I worked with Sami, he did a fantastic job helping me choose my insurance. I am super happy with his service, I had a very pleasant experience! He directed me through the process and provided me with exactly what I was looking for! I am extremely happy with his knowledge and professionalism. I won’t hesitate to recommend Sami! Regards Anya & Sasha![]()
Jessica CTrustindex verifies that the original source of the review is Google.
Sami was our trusted advisor for life insurance. He patiently explained all the available options and helped us put together a plan that fits our needs. Thank you so much Sami!
We compare and place coverage with Canada’s leading insurers
Sun Life · Canada Life · BMO Insurance · iA Financial Group · Equitable Life · Desjardins · Manulife · RBC Insurance · TuGo
How we work together
01
Discovery
We map what you own, how it is held and what coverage exists.
02
The number
We calculate what your estate owes at death, and when.
03
The plan
Options, each with its cost and result. No assumptions.
04
With your advisers
We implement alongside your accountant and lawyer.
05
Your family knows
The people who inherit understand the plan. No surprises.
Latest insights
Plain-English answers to the questions our clients ask.
For business owners
Estate tax, corporate structure, succession and buy-sell funding. New articles every week.
For families
Cottages, RRIFs, passing wealth to children and living benefits. New articles every week.
Free tools
See where you stand before you call anyone.
3 minutes · Business owners
Estate Tax Exposure Quick Scan
A first read on your tax at death and your liquidity gap.
Checklist · Business owners
Owner Transfer Readiness
Find the gaps in your structure, agreements and estate documents.
Guide · Everyone
Executor Emergency Kit
What your executor needs to know, and where to find it.
Meet Sami
I diagnose before I prescribe.
Most people are sold a policy before anyone has calculated what their estate will owe. I start with the number. Then I work with your accountant and lawyer so the plan holds up in practice, not just on paper.
Eagle Wealth Partners is based in Markham and serves families and business owners across Ontario, in person and online. I work with clients in English, French and Arabic.
Find out your number in 30 minutes.
A direct conversation with Sami. The call and your preliminary estate tax estimate are both complimentary. No forms, no obligation, no pitch at the end. You leave knowing whether there is a gap worth fixing.