What we do

Private Client Experience

Services tailored directly to your needs.

Our Private Client Service revolves around you, the individual. Our services are tailored directly to your needs. Trust us to customize strategies that help you accomplish your personal objectives while minimizing your tax liabilities. We have the experience to help you achieve your goals.

Designed for high net-worth families, Private Client Services looks at the big picture of your financial situation. We work directly with you and our other professional advisors to develop effective strategies for everything from tax and financial planning, to estate and succession planning — while providing the personal focus and attention to your day-to-day matters that you deserve.

Families seeking to build on what they have achieved while managing the transition to future generations.

Individuals with the intention to minimize their tax liabilities.

Philanthropists satisfying their charitable-giving goals.

Executives understanding the tax effects of complex compensation plans.

Navigating complex estate and trust administration.

Services we offer

Taxation Planning: Proactive planning, capitalizing on opportunities, and safeguarding your wealth.

Growth Strategies: Income Splitting, Trusts, Holding Companies, Retirement and Succession Planning, CRA Audit, Corporate Structures, Audit engagements, Rollovers, Corporate Reorganizations, Purchase and Sale of Business.

Advisory Consult: Foster creativity, spurring growth and mitigating risk.