Special Services


Financial planning

Paterson & Company can work with your broker or financial advisor to ensure that your savings and income generating assets are sufficient to provide you with the freedom that you want when you want it. If you don’t have an advisor, we can match you with one of OUR trusted associates who will provide you with the support and plan that is right for you

Estate Planning

Paterson & Company can work with your lawyer to ensure that your assets will transfer to your loved ones or favourites charities in a tax efficient and logical manner. We have experience in dealing with special cases such as disabled beneficiaries.

Succession Planning

Do you want to transfer your business to a child or your trusted managers? We will work with your lawyer and help find any other assistance required (valuators, bankers, insurance people) to get the business transition done to firm up your family’s future and provide comfort that the company can continue successfully into the future.

Business Acquisition

Looking to buy your first business or add an operation to what you already have? We can help you through the numbers, work out synergies and identify possible risks. We will work with the rest of your acquisition team and help you augment it as necessary.

Special Services

Life is all about change. You may get into business. You will retire. You will have loved ones that you want to look after. We can both help you plan how you want to structure the changes and oversee the changes as they happen. We’ve been there before!