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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

Wealth Preservation Planning

As wealth accumulates, the ability to preserve and protect that wealth in a tax efficient manner becomes an increasingly important priority. This priority can be of even greater concern if clients want to involve their children in asset ownership. Through the use of trusts and various corporate-structuring vehicles, we can assist you in developing a robust plan to achieve these objectives.