CoraLee Baerg, CPA CA CLU

Partner, Continuity

About CoraLee Baerg

CoraLee is a Partner at Continuity, a Saskatoon-based firm serving clients in western Canada.  Along with her fellow Partner Jerry Gedir, CoraLee provides advice and planning for business succession, estate planning, wealth transfer, and charitable giving strategies.

Succession and estate planning can often seem like a puzzle.  Due to the numerous complex issues that are intertwined in succession and estate planning, beginning the process can be a daunting task.  That is why we are here to help. We will walk with you through each piece of the puzzle and see how it will all work together in your unique situation.  By working collaboratively with our client’s team of professional advisors, we are passionate about helping our clients clarify their goals for estate, succession and philanthropy planning, to give them the confidence to move forward, and take action in making these dreams a reality.

At Continuity, one of our greatest joys is helping clients find creative and efficient ways to begin or expand their charitable giving, all while considering the bigger picture, and ensuring all pieces of the plan work together.

 

Typical Clients

Business Owners / Entrepreneurs

Farming Families

High Net Worth Individuals

Philanthropic Families