Our Philosophy

Decision Making

Succeeding in today's complex business environment requires decision-making that is always forward-thinking. Access to our range of industry experience combined with our relevant technical knowledge provides business owners with confidence in all of their key decisions.

Ownership Structuring

Tax considerations, family objectives and business relationships all play a role in determining the most appropriate business ownership structure. Whether it be a closely held family company or a cross-border employee owned organization, our experience and knowledge can help identify and implement the best structure.

Transition and Estate Planning

Ownership transition, whether by sale or as a consequence of death, requires careful long-term planning. Issues to be considered include management skills required, liquidity, insurance, income tax, security, timing, family issues, etc. Our experience with a great many transitions enables us to guide people through complex and often emotionally charged situations to arrive at viable solutions.

Purchase and Sale of a Business

The purchase or sale of a business is often a very stressful event. The issues can be complex, involving negotiation, tax considerations, risk assessment, financial implications, personal implications, etc. A balanced informed view from our knowledgeable and experienced team can reduce uncertainty and allow decisions to be made with confidence.

Tax Strategies

The ever-changing federal, provincial and international tax regulations require continuous monitoring to identify opportunities and pitfalls. Our significant investment in continuous tax education and research assures our clients of timely, relevant tax strategies.