When it comes to personal or corporate investment portfolios, we are adept with the vast number of investment products on the market today and how to account for the taxation of such products. We try and harbour a close relationship with our client’s investment advisors to ensure a seamless integration of tax planning and wealth creation without worry from our clients.
We will work closely with you to develop a plan tailored to your needs and concerns and monitor the progress that is being made. We show a genuine interest and care for you and your family’s well-being and want an outstanding relationship for years to come. We want our clients to be worry free when it comes to compliance issues and knowing that their taxation and wealth creation strategies have been taken care of properly. We offer a no hassle involvement when it comes to government compliance issues. We prepare all government returns and forms along with handling all communication with the Canada Revenue Agency and other government agencies. We understand that our clients should not be troubled with these compliance issues, but should rather have more time to spend on wealth creation and enjoying their balance of life. Given our clients are all private companies and high-net worth individuals, our practice is extremely tax driven to achieve the most after-tax wealth for our clients.
Should you require any additional information or would like to book an initial no cost consultation meeting, please don’t hesitate to contact us.