Our Clients
Our clients include senior executives, high net worth individuals and their families, small business corporations, and a myriad of charities. Our reach is national with clients residing in most provinces including Ontario, Alberta, British Columbia, Manitoba, Saskatchewan, and Quebec. And just as important, we work alongside our clients’ accountants, lawyers and financial advisors to provide an effective optimized tax mitigation 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 (CCPC) and small business owners who wish to reduce or potentially 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 organizations as well as Hospitals, Universities, Churches and other places of worship throughout Canada.
Testimonials
We have been working with Ken Stern since 2009. He is a knowledgeable and professional financial advisor who along with his team stays current on markets and other financial matters. On our first meeting, Ken listened carefully to our requirements and long-term goals, and shortly thereafter provided us with a comprehensive plan of action. Throughout the years he has met with us regularly, discussed and updated our financial plan and advised us with regard to managing our investments and keeping our long term plan on track.
Ken takes the time to get to know you and your financial goals, and makes complicated financial information easy to understand. After a few sessions with Ken and his team, our financial lives were better organized, and our path forward very clear. We’ve been able to achieve more than we expected with his big picture analysis, financial planning fluency and guidance. I’ve recommended him to several friends. Working with Ken is like having an expert, coach and cheerleader all at once.
Ken came highly recommended to my wife and me by a friend. In our first meeting he made us very comfortable and we established a good rapport. We didn’t feel like we were being treated like “just another client” or talked down to, which was important to us. Ken’s ability to explain complex financial matters to us in easy, understandable terms has been invaluable.