Areas of Practice

Tax Planning

 

Whether you wish to preserve and maximize your personal wealth or realize on the value of your business, a thorough tax plan is essential for achieving the most favorable financial outcome for you. We work closely with your financial advisors to create a personalized tax-efficient strategy that is tailored to meet your particular financial needs and objectives. Our tax planning services include:

  • Corporate tax planning

  • Corporate structuring & reorganizations

  • Partnerships & joint ventures

  • Asset, share or hybrid transactions

  • Owner-manager business succession

  • Real estate transactions

  • Personal succession & estate planning

  • Trusts & asset protection planning

  • Estate freezes

  • Income-splitting arrangements

  • Tax planning for matrimonial property division

  • Tax compliance

Estate Planning

 

Determining how your estate and loved ones will be cared for in the event of incapacity or death can be an emotional and overwhelming process. Our team can help make the estate planning process as seamless as possible and will help you achieve the peace of mind that comes with having a comprehensive plan in place. We will prepare an estate plan that reflects your unique needs and intentions regarding your legacy, while also aiming to avoid unnecessary probate taxes and ensure protection of your assets and loved ones. Our estate planning services include:

  • Wills

  • Personal Health Care Directives

  • Enduring Power of Attorneys

  • Testamentary & inter vivos trust planning

  • Wealth preservation & asset protection

  • Intergenerational wealth transfer

  • Owner-manager business succession

  • Charitable giving

  • Tax-efficiency planning

  • Real estate transactions

Business Law

 

You work hard to grow your business. Let us help. Whether your business is in the start-up phase or you are retiring and want to transfer ownership of your business to key employees, family or a third-party purchaser, our team is ready to provide expert advice every step of the way. Our services include:

  • Corporate governance

  • Corporate structuring & reorganization

  • Asset, share or hybrid transactions

  • Business & shareholder agreements

  • Owner-manager business succession

  • Tax-efficiency planning

  • Compliance