Specialized Tax Planning

We develop tailored tax plans for complex situations that require proactive preparation and coordination. Our focus is on Canadian tax implications, working alongside legal and other professional advisors where necessary.

Estate & Succession Planning – Minimize tax burdens on wealth transfers under Canadian tax law.

Immigration & Emigration Tax Planning – Address departure and entry tax rules for individuals moving into or out of Canada.

Canadian-Source Investment Income – Reduce the tax impact on qualifying Canadian investment income.

With CPA credentials and practical experience in specialized tax matters, we provide clarity and structure for scenarios where the stakes are high.

Q: Do you prepare legal documents for estate planning?
A: No, but we coordinate closely with your legal advisors to ensure tax efficiency.

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Q: Can you help with cross-border property ownership?
A: Yes, we address the Canadian tax side of such arrangements.

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Q: Is this only for high-net-worth clients?
A: No, our strategies are tailored to a range of asset levels.