Our Services

We offer a broad range of services and often work as part of multi-disciplinary groups, all designed to accomplish one goal: complete integration and peace of mind for the client.

Our clients access our services for a variety of reasons, such as: advice on specific transactions (e.g. business exits, real estate ventures, a need for a family CFO), tax filing and reporting needs (personal, corporate, trusts), on-going maintenance of their financial affairs (bookkeeping, cash-flow management, bill payments) or succession needs (such as intergenerational wealth transfers or family wealth education).

Our services fall into two categories: Integrated Planning Services and Family Enterprise Services.

Integrated Planning Services include:

  • Tax and accounting structuring, planning and compliance
  • Estate and Succession Planning
  • Personal and Corporate financial management and oversight
  • Internal Office operations management

Family Enterprise Services include:

  • Advisor selection and coordination
  • Governance Planning
  • Facilitation and Education Services
  • Charitable Giving Planning
  • Lifestyle Enhancements

Our services are client-centric and delivered with the highest level of integrity and professionalism.

Our firm is a member of the Canadian Institute of Chartered Accountants.