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.
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.
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.
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.