STRATEGIES AS COLLABORATIVE
PARTNERS TO CANADIAN
ADVISORS AND THEIR CLIENTS
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.
Years of strategy
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.
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.