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Our Services

Tax Planning

A significant portion of our practice is focused on tax planning for high net worth individuals. We also focus on reducing the combined total taxes paid between private companies and their shareholders.

Estate Planning

We provide advice with respect to alternative strategies to ensure your objectives for the disposition of your estate are accomplished in the most effective and tax efficient manner.

Personal Financial Planning

We provide advice with respect to strategies to help you achieve your personal financial goals. These may include debt reduction strategies, retirement strategies, protecting your financial situation with life or disability insurance, and reviewing of investment goals and risk tolerance.

Canadian Tax Return Preparation

We provide Canadian tax preparation for individuals, trusts, corporations, and charities. We also assist small businesses with GST, PST, payroll and the Contractor Payment Reporting System.

Audits

We provide audit services to private corporations, trusts and registered charities. This includes financial statement audits and trust fund audits.

Financial Statements

We provide financial statement preparation services to private corporations, trusts, and registered charities. This includes Review Engagements and Notice to Reader Engagements.

Business Advice

We provide advice with respect to the feasibility of proposed or existing businesses. We assist with lending proposals.

Purchase and Sale of Businesses

We have extensive experience in advising on the purchase and sale of private corporations. Our experience includes asset based purchases as well as share based purchases. We can assist in negotiations, financing, due diligence review, as well as tax related re-organizations or filings that will arise in the course of buying or selling a business. We will work closely with your solicitor to ensure the purchase and sale agreement reflects the negotiations and tax planning completed on your behalf.