Our clients include high net worth individuals and their families, corporations, and charities. We service clients residing in the provinces of Ontario, Alberta, British Columbia, Manitoba, Saskatchewan, and Quebec.We work alongside our clients’ accountants, lawyers and financial advisors to provide an effective tax strategy.
Our individual clients typically are high net worth individuals and their family members as flow-through tax benefits are maximized when the purchaser is in the highest applicable marginal rate.
Our clients include Canadian-controlled private corporations that wish to reduce or eliminate the overall tax burden on corporate earnings distributed to shareholders.
We work with philanthropists and charities including some of the most well-known hospitals, universities, churches and other places of worship throughout Canada.