Along with our affiliated entities we provide a broad level of expertise in many areas including:
- Estate and Retirement Planning
- Financial and Legal Restructuring
- SRED Claim Preparation and Follow Up
We endeavour to be involved in all areas of our client's financial well being and encourage them to contact us with any financial issues of a personal or corporate nature.
Our passion is ensuring that the right investing, tax, estate planning and business decisions are made in accordance with the long term objectives of our clients. We provide trustworthy, impartial advice on matters for which we are asked to render an opinion: Our clients count on us to tell them what they need to hear to meet their goals.