About

Vancouver Estate Planning

Your Reliable Trust and Estate Practitioner

We are a leading estate planning firm and tax advisor in Vancouver, dedicated to ensuring your financial future and legacy. We provide expert guidance to minimize tax liabilities and secure your estate for generations.

Vancouver Estate Planning was established in 2024 to address a critical gap in estate management services. Stemming from a decade-long expertise in tax advisory and financial planning, our founders recognized the often overlooked but significant impact of terminal taxes. With a profound understanding of tax implications upon death, we provide tailored strategies to minimize terminal tax liabilities and preserve legacies. Vancouver Estate Planning combines a large firm's resources with a boutique agency's personalized care.

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Message from Our Founder
Casey Cameron, BA, PFP, FCSI
Founder, Vancouver Estate Planning
Financial Advisor

Welcome to Vancouver Estate Planning.

I’m Casey Cameron, and I’ve had the privilege of working in financial services for over two decades. Born and raised in the Lower Mainland, I’ve always felt a deep connection to this community. After graduating from UBC in 2002, my career took me from one of the world’s largest banks - both here in Canada and in Australia- to a boutique financial planning firm in Vancouver. These experiences shaped my understanding of global finance and the importance of personalized, local advice.

In 2014, I founded Camlife Financial with a vision: to provide families, individuals, and business owners with clear, thoughtful guidance in financial planning, insurance, and investment strategies. Vancouver Estate Planning was established in 2024 to address a critical gap in estate management services. Stemming from a decade-long expertise in tax advisory and financial planning, our founders recognized the often overlooked but significant impact of terminal taxes. With a profound understanding of tax implications upon death, we provide tailored strategies to minimize terminal tax liabilities and preserve legacies.

Vancouver Estate Planning combines the resources of a large firm with the personalized care of a boutique agency. Our goal is to help you navigate the complexities of estate planning with confidence, clarity, and compassion.

As a Professional Financial Planner and Fellow of the Canadian Securities Institute, I bring both expertise and a personal touch to every client relationship. Estate planning isn’t just about numbers- it’s about legacy, security, and peace of mind.

Outside of work, I’m a proud family man who enjoys golfing, skiing, and tennis- and coaching T-ball. These moments with loved ones remind me why thoughtful planning for our future is so important.

Thank you for visiting. We look forward to helping you build a plan that reflects your values and protects what matters most.

Warm regards,
Casey Cameron, PFP, FCSI
Founder/CEO

Mission

Our mission is to facilitate the tax-efficient transfer of wealth to the next generation, ensuring long-term financial security and prosperity. We strive to minimize estate taxes and preserve legacies, ensuring that every plan reflects the unique intentions and values of those we serve.

Read Our Comprehensive Estate Planning Guide

Unlock the secrets to preserving your wealth with our expertly curated guide. Learn essential tips for tax-efficient wealth transfer and secure your family's future today!
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Explore the Benefits of Choosing Our Tax-Focused Estate Planning Services

Our tailored solutions in Vancouver, BC ensure seamless wealth transfer, minimizing tax liabilities and maximizing financial security for your loved ones.
'Vancouver Estate Planning transformed our approach to inheritance, providing peace of mind and substantial tax savings.'
'Their strategic tax planning made the complex simple, and saved our family business a significant amount in taxes.'
'Thanks to Vancouver Estate Planning, we now have a customized estate plan that addresses all our concerns.'

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