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The majority of our clients are owners of medium and large, successful mid-market private enterprises, and/or the entrepreneurs who have developed these entities, and who reside primarily in Canada. For these entrepreneurs, and their families, creative tax planning is a critical component of wealth generation and preservation.


Our team of tax and accounting professionals keep up-to-date with changes in tax law to achieve the best results possible. Equally important to timely planning, is the timely and accurate execution and filing of all components of the plan.


With respect to planning we:

  • Advise on the structure of ownership of assets or shares of businesses, including the effective use of inter-vivos trusts and holding companies;

  • Position our clients to take advantage of changes in tax laws;

  • Consult on the tax implications of proposed transactions;

  • Restructure business ownership for changing circumstances, including acquisitions, divestitures, divisive reorganizations, tax loss utilization, small business deduction maximization, purification of small business corporations, and estate planning;

  • Prepare for an exit from or entrance to Canada; and

  • Analyze charitable giving strategies.



With respect to compliance, we prepare the following types of tax returns:

  • Personal;

  • Corporation;

  • Partnership;

  • Trust;

  • Not for profit information;

  • Private charitable foundation;

  • Public charitable foundation;

  • Charity;

  • With respect to US tax returns, we have developed relationships with several US accounting firms, from the big four to small firms such as ours, to assist us in meeting all of our clients' needs.

Our team is knowledgeable, creative, experienced and proactive, and its focus is to help you keep more of what you and your company have earned.

Further, if and when the time comes to give away part of your treasure, we can help with that too. We have a wealth of experience with private and public charitable foundations, and can help you to realize your philanthropic objectives in a tax efficient manner.

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