• 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.


Individuals: 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.


Corporations: Our clients include Canadian-controlled private corporations that wish to reduce or eliminate the overall tax burden on corporate earnings distributed to shareholders.


Charities: We work with philanthropists and charities including some of the most well-known hospitals, universities, churches and other places of worship throughout Canada.