Vancouver Office: 604-714-3600
Abbotsford Office: 604-557-5750

Rick Gendemann

Rick Gendemann

CPA, CA

Rick Gendemann is one of the firm’s lead partners in our estate and tax planning group. He oversees and provides advisory services in the areas of estate planning and tax effective wealth transfer structuring. Rick is focused on helping our clients understand their estate planning options and to assist them in developing a plan that will preserve and facilitate the tax effective transfer of family wealth to their successor generation.

Tax, Estate and Wealth Preservation Planning

Rick has an extensive background and experience in the areas of estate tax and wealth transfer planning. He is a regular contributor and presenter of estate planning options and related tax topics to various organizations. Rick is also a member of the Abbotsford Estate Planning Council. His tax and estate planning expertise allows him the opportunity to provide creative planning strategies in an ever-changing tax environment to our clients.

Rick understands the unique opportunities and challenges that clients face in addressing their estate planning goals and objectives. He works collaboratively with clients to identify their estate planning objectives with the view to create plans that will effectively transition their family wealth to the next generation.

Working with a team of estate planning advisors

Rick works closely with your legal, investment and other key advisors as part of developing your overall estate plan. Working as a team, they identify opportunities to enhance value for clients through tax minimization strategies and the creation of effective structures to ensure the successful transition of family wealth.

Rick’s access to a multi-disciplinary team of estate planning advisors allows him to offer clients a highly skilled team and diverse approach to addressing their overall estate planning opportunities.

Collaborative approach helps families

The firm’s multi-advisory team approach offers clients a distinct advantage: Clients get access to a professional team that views and understands their planning opportunities from a broad advisory perspective. This collaborative approach ensures that the unique needs of the family are fully considered and integrated into our planning strategies. 

Our clients value the insight brought forth by a team of advisory professionals working together to provide creative solutions and helpful advice. 

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