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Individual Enterprise

Through our comprehensive services in the following areas, we help ensure that your wealth preservation and wealth-transition objectives are achieved in a tax efficient and practical way.

• Tax Minimization within Your Family
• Asset Acquisition or Sale Structuring
• Wealth Preservation Planning
• Charitable Gift Planning
• Estate Planning
• US Estate Tax Planning
• International Tax Planning
• Canadian Personal and Trust Tax Return Preparation
• US Personal Tax Return Preparation
• Canada Revenue Agency Dispute Resolution

Tax Minimization within Your Family

Through our comprehensive and integrated tax planning approach, we look for opportunities to minimize the overall tax burden of your family by considering various tax planning strategies in areas such as division of income, income-mix planning and government benefit planning.