Our tax advisors are well-trained in offering the following services:

  • Income Tax Preparation
  • Income Tax Planning

We provide expert advice on tax planning and Preparation to maximize deductions and credits and minimize taxes.
Taxes are a part of life. Make it a potentially smaller part—to help preserve your wealth and reach your goals—by including tax strategies in your plans.

For Individuals

  • Different forms of income splitting, such as a family trust or spousal loan at the Canada Revenue Agency (CRA) prescribed interest rate
  • Tax-efficient investment vehicles
  • Investing in registered accounts, such as Registered Retirement Savings Plans (RRSPs), Tax-Free Savings Accounts (TFSAs)
  • Different forms of charitable giving
  • Distribution of assets between your accounts
  • Approaches for transferring wealth to beneficiaries
  • Potential structures, such as holding companies and insurance

For Businesses
As an entrepreneur, operating your day-to-day business and planning for the future can consume a lot of your time. Paying less tax, although important, may not always be top of mind.

  • Employ your spouse and children
  • Incorporate your business
  • Invest excess cash
  • Make use of R&D expenses

Get in touch with our experts

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