Client Services

Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.

As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

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Accounting & Assurance Services

Our assurance services are the core of our private business services.  Our role in this process is not only to add confidence and credibility to your financial reporting, but to offer constructive solutions for maximizing your company’s profits and minimize risk. We provide financial reporting on two levels of assurance:

Review -a full disclosure set of financial statements in accordance with Canadian private company Generally Accepted Accounting Principles (GAAP). We provide analytical procedures and our expertise for a medium level of assurance.

Compilation - limited, basic financial statements based on information provided by our clients used primarily for taxation purposes and internal use.

Tax Planning & Preparation

Tax planning and preparation form a significant part of our private business clients and their families. Our experienced staff can develop tax-minimization strategies to optimize your family’s  after-tax cash position.

Estate & Trust Tax Preparation

Effective estate planning for private business clients facilitates the orderly transfer of assets to family beneficiaries, provides security for your surviving spouse and children, and can reduce or eliminate the tax due on the transfer of your business and other assets. For private business owners, providing for business continuity and succession of ownership is essential. We can assist with the complex process of getting your financial affairs in order.

Business Succession Planning

Effective transition of your private business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation either through external or internal (employee) buy outs.

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, tax minimization and transition.

Taxation, Risk & Wealth Management

Our firm has expertise in estate and wealth taxation and asset protection strategies. We can assist with decisions on effective life insurance planning, corporate life insurance strategies  and the varied use of discretionary trusts for asset protection, income and capital gains splitting purposes.  We can also assist with education and knowledge services for ‘second generation’ family financial planning.  In our view, ‘security of planning’ will minimize future financial and estate surprises.