We aim to improve our client’s well being financially and are accommodating with many financial issues of a personal or corporate nature.
When incorporating the right tax and business strategies, it is essential that our clients are aware of all the options that they have so they are able to make decisions comfortably.
For instance, income splitting between spouses, contributing to RRSP’s or IPP’s, whether to set up Tax Free Savings Account, what a client can do to limit his exposure to creditors and protect his retirement savings, what types of investments can be held in RRSP’s – are there better uses for the money?
Add to this the complexities of incorporation- Who should own shares of the corporation, should they be held in a trust or directly, how should money be withdrawn from a corporation? These types of issues can come up in an initial consultation, or could result from a closer scrutiny of the taxpayer’s overall position. Either way, coming to our firm can only help your bottom line. We have helped individuals and business over the years and have seen our advice contribute to substantial growth in our clients financial resources. We would like to do the same for you.
We are friends of all sizes and stages of business. Our expertise extends from startups to established owner managed companies. Along with our network of specialists our firm can provide considerable expertise in tax appeals, litigation, business valuations, estates and succession as well as the more traditional services of tax return and financial statement preparation. Our fees are competitive and our service we believe is bar none.
From the simplest year end to the most extensive corporate restructuring, we offer:
Ongoing advice on how to minimize taxes and maximize profits
Guidance on defining long term financial goals and identifying ways of reaching them for both businesses and individuals
Advice on investment and business opportunities
Help on how to acquire financial assistance to support growth
