Services

We offer expertise in tax planning for high-net-worth individuals, as well as in seeking reductions on the combined total taxes paid between private companies and their shareholders.

Our tax services also include:

• Canadian tax return preparation for individuals, trusts, corporations, and charities
• Assistance with GST/HST, payroll, and the Contractor Payment Reporting System
• Shareholder/owner remuneration planning
• Corporate structuring and reorganizations
• Merger and acquisition planning and support
• Charitable giving planning
• Loss utilization strategies

Our advisory team has extensive experience acting as independent strategic advisors for business owners. This includes serving as agents for both buyers and sellers with lead responsibility for structuring and coordinating transaction evaluation, conducting business valuation, and successful negotiation.

Our advisory experience includes the following areas:

• Purchase or sale of private corporations
• Negotiations and professional team coordination
• Financing proposals
• Business growth strategies
• General business advice
• Business transition and succession planning

We have been providing estate planning services for decades and offer clients deep expertise in both simple and complex estate planning. Our process begins with identification and consideration of each client’s objectives, determination of assets and net worth, and discussion of different methods to transfer assets. We can provide support to executors, if required.

Our team achieves these outcomes for clients by offering the following:

• Use of trusts to minimize tax
• Options when providing for minors, disabled beneficiaries or relatives
• Modeling financial scenarios to illustrate outcomes
• Preparation of net worth summaries
• Succession of family business
• Philanthropic objectives (including charitable trusts and foundations)
• Twenty-one year trust deemed disposition planning and coordination
• Executor support