Tax advisory built around the realities of your business and your life.
Six closely-related practice areas, delivered by a single principal advisor who is accountable for the entire engagement.
Tax Planning
Forward-looking strategy that minimizes lifetime tax, preserves wealth, and creates optionality.
- —Multi-year personal and corporate tax minimization strategies
- —Capital gains, dividend, and salary integration analysis
- —Wealth preservation across market cycles and life events
- —Long-horizon planning aligned with family and business objectives
Corporate Tax Services
Tax strategy and compliance for incorporated businesses, holding structures, and corporate groups.
- —Incorporated business tax planning and T2 compliance
- —Shareholder and intercorporate dividend planning
- —Corporate reorganizations, rollovers, and restructurings
- —Tax-efficient compensation and bonus strategies for owner-managers
Personal Tax Advisory
Sophisticated planning for high-income professionals, executives, and investors.
- —Tax strategy for professionals, executives, and partners
- —Investment and portfolio taxation, including non-registered structures
- —Retirement planning and tax-efficient withdrawal sequencing
- —Stock options, RSUs, and equity compensation planning
Estate & Succession Planning
Considered planning for the transfer of family wealth and family businesses.
- —Estate freezes, family trusts, and intergenerational structuring
- —Estate tax mitigation and probate planning
- —Business succession planning for owner-managed enterprises
- —Coordination with legal counsel and wealth managers
CRA Advisory
Experienced representation and resolution support for CRA matters of every kind.
- —CRA reviews, queries, and information requests
- —Audit support and full representation
- —Voluntary Disclosures Program (VDP) submissions
- —Objections, notices of reassessment, and dispute resolution
Cross-Border & International Tax
A core specialization: advising clients with Canada–US and international tax exposure.
- —Canada–US cross-border individual and corporate tax planning
- —Residency, departure tax, and immigration / emigration matters
- —Foreign reporting (T1134, T1135) and FBAR / 8938 coordination
- —International structuring and treaty interpretation
A confidential conversation about what matters most.
Whether you are restructuring a business, planning an estate, or navigating a cross-border tax matter, the first step is a thoughtful conversation.