Business Details
Trusted Notary and Accounting Services in Victoria
The Shipley Group is a family-owned business serving Victoria, BC, with professional notary and accounting services. Established over 30 years ago, we combine deep expertise in estate planning, tax compliance, and financial management to deliver tailored solutions. Our team, led by Notary Public Timothy R. Shipley, leverages decades of local experience to guide clients through complex legal and financial matters. We prioritize personalized service, ensuring clients receive accurate advice on wills, probate, tax returns, and trust administration. With a focus on transparency and client education, we help individuals and families navigate estate transitions efficiently.Our multidisciplinary approach bridges notary and accounting services, offering solutions for tax and estate needs. We maintain strong relationships with external professionals to provide comprehensive referrals when specialized expertise is required. Committed to community values, we serve as a trusted advisor for generations of Victoria residents. Our office operates by appointment, ensuring dedicated time for each client's unique circumstances. This legacy of service, begun by William Shipley and continued by his son Tim, remains rooted in integrity and client-centric care.
Services
Notary Services
Accounting Services
Estate Planning
Executor Services
Probate Assistance
Tax Returns
T3 Trust Returns
Estate Reviews
Estate Tax Management
Beneficiary Designations
Highlights and features
- 30+ years of combined experience in Victoria's estate and tax landscape
- Integrated notary and accounting services under one roof
- Family-owned business with generational client relationships
- Proactive approach to estate document reviews and tax optimization
- Direct access to Notary Public for legal document execution
Services
Estate Planning
Our estate planning services help clients organize their financial and legal affairs through wills, powers of attorney, and healthcare directives. We review existing documents, identify gaps, and create customized plans to ensure smooth asset transfer. Our team coordinates with legal professionals to address complex estate structures and tax implications.
Notary Services
As a Notary Public office, we execute legal documents including wills, real estate transactions, and powers of attorney. Our services ensure proper execution of documents with legal validity in British Columbia. We provide clear explanations of document implications during the notarization process.
Probate Assistance
We guide executors through probate processes by preparing necessary tax returns, estate accounting summaries, and distribution plans. Our services include managing RRSP/RRIF designations, trust returns, and final tax filings to minimize estate tax burdens during transitions.
Tax Returns
We prepare personal tax returns including year-of-death filings and T3 trust returns. Our expertise covers pension income splitting, capital gains calculations, and optimizing tax positions for estates. We provide clear explanations of tax implications for estate beneficiaries.
Executor Services
Supporting executors with estate accounting, beneficiary communication, and tax compliance. We prepare detailed estate summaries, manage distribution plans, and coordinate with legal professionals to ensure proper administration of estates according to will specifications.
People
Timothy R. Shipley
Notary Public
Third-generation Victoria resident and Notary Public with 15+ years of experience. Completed University of Victoria undergraduate studies and Notary training. Specializes in estate documents and client-focused legal solutions.
Jeany Shipley
Accountant
Experienced accountant providing tax compliance and estate planning services. Works closely with clients on financial transitions and trust administration matters.
Pritika
Business Development
Commerce graduate from University of Victoria with expertise in international business. Focuses on client relations and expanding service offerings since joining in 2021.
Andrew
Accounting Assistant
Supports tax preparation and estate accounting processes with attention to detail. Assists clients with financial document organization and compliance requirements.
William Shipley
Founder
Established the practice in 1970s with 30+ years of service. Served Victoria community as trusted accountant until passing in 2008. Laid foundation for family business legacy.
Questions
What services does The Shipley Group offer?
We provide notary services, estate planning, probate assistance, tax returns, T3 trust filings, and executor support. Our team handles both legal document execution and financial estate management.
How do I book an appointment?
Appointments can be scheduled through our online booking system for 30-minute slots during our business hours Monday-Friday.
What areas do you serve?
We primarily serve clients in Victoria, British Columbia, with some remote services available for estate matters.
Do you handle both wills and tax planning?
Yes, our integrated services cover will creation through our Notary Public office and comprehensive tax planning for estates and individuals.
Can you assist with out-of-province estates?
We recommend local legal counsel for cross-jurisdictional matters but can provide Victoria-specific guidance and coordinate with external professionals.
Reviews (6)
Kristy Domineck
Jan 29, 2021
Report
Positive:Professionalism
With the way things are during the covid-19 situation, I wasn't sure how I could get something notarized. Tim was very pleasant and helpful with all my questions. The process put in place by them was safe and pleasant when I went in. I would definitely recommend them. Thanks again!
With the way things are during the covid-19 situation, I wasn't sure how I could get something notarized. Tim was very pleasant and helpful with all my questions. The process put in place by them was safe and pleasant when I went in. I would definitely recommend them. Thanks again!
Kirk Beasse
Jun 29, 2020
Report
Tim is very knowledgeable and we have always had positive and professional communication from him and staff members. Whether it's taxes, real estate paperwork, or contracts, Shipley Group has been our go to. While they are often super busy, it's because they're in demand. It's great to have this local option in our neighbourhood.
Erin Dopko
Dec 03, 2019
Report
A very positive and professional experience with Tim Shipley and his associates. Very down to earth and knowledgeable. Thank you!
Ali D.
Jul 12, 2019
Report
Cant say enough great things about this business! Tim was personable, knowledgeable, professional, on time and handled our documents with care and precision. Front end staff were informative and friendly. I would definitely recommend!
Brie Cormier
Jun 02, 2019
Report
I have been to this business twice. The first time they were closed for holidays at the end of August/beginning of September. No mention of this on their website. I emailed them to suggest they update their business hours on their website when they are planning to be closed for a long amount of time. Never heard back. The second time I went, I had a couple POA documents from an online kit for them to notarize. The lady at the front desk went to ask someone in another room if they could do this, and she returned stating that they couldn't and I would have to pay for a whole new POA document to
Sean Hamill
Aug 12, 2017
Report
I have been here twice now to get my affidavit to travel documents notarized. Professional and friendly. Drop-in hours are convenient.
