We assist you in building solid, tax-sensible retirement and estate plans that are appropriate for your financial goals. We are fully versed in retirement and estate planning, including topics such as beneficiaries and assets outside Canada. We work with you to ensure that your plan is right for your needs.
Securing your Family's Future
Financial planning must go beyond today's concerns in order for it to effectively address your family's long-term financial goals.
Minimizing your Taxes
We ensure that you take full advantage of tax laws for maximum savings. Rather than just doing what should be done, we do all that can be done for you.
Our tax expertise covers all aspects of Canadian and U.S. personal taxation, including offshore tax planning.
Quality Service. Peace of mind. Solid Planning.