OFFERING WEALTH
STRATEGIES AS COLLABORATIVE
PARTNERS TO CANADIAN
ADVISORS AND THEIR CLIENTS
OFFERING WEALTH
STRATEGIES AS
COLLABORATIVE
PARTNERS TO CANADIAN ADVISORS AND THEIR CLIENTS
We are a think-tank of innovators in tax, law, finance, and insurance who design the most creative and well-researched tax solutions available. Our specialist approach to tax and estate strategies sets the domestic advisors we collaborate with apart when they offer our expertise to their existing client relationships.
25
Years of strategy
development
Wealth preservation strategies tailored to the Canadian framework
Our services provide personalized, hybrid versions of our proprietary solutions that are always reviewed and vetted by Canadian and international tax advisory firms.
Personal and Corporate Tax
To provide access to funds from corporations and trusts, we create tax efficiencies within businesses.
Estate Planning
To ensure asset transfer and maximize value for beneficiaries, we implement tax solutions for existing shareholders.
Generational Wealth Transfer
To preserve and maintain wealth for the next generations, we mitigate risks through financial planning strategies.
Asset Protection
To guarantee the security of hard-earned individual and business assets, we set assurances and protections through our proprietary planning.
As a team of experts in tax, global, and domestic planning, we thrive on delivering solutions to the most complex wealth preservation challenges. Our strengths are working with the client’s existing advisors to identify client concerns collaboratively and utilizing our team’s expertise to provide a specialist approach not found elsewhere.
discovery process?
