Client Services

Not only does the family business need to deal with the usual economic changes, they have to deal with the changes or transitions each family member goes through individually and how it impacts the business itself.

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.

Our unique point of difference is our consulting for entrepreneurs, families who work together and families that share ownership of the family business or other family assets. 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.




Consulting Services

Business Succession Planning

Effective transition of your 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.


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Estate Planning

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


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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, cash flow analysis, tax minimization and transition planning.


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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.


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Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.


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U.S. and International Taxation

A record number of Canadian businesses and individuals have cross-border interests. Our team of experts can assist you in understanding the tax rules that may affect those interests, and in planning accordingly.

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Family Business Advising

We develop communication systems and consult to minimize conflict between entrepreneurs, families who work together and families that share ownership of the family business or other family assets. Take a look at the useful links for Business Families on our website under the "Links" section.

To enhance your communication system, we recommend beginning with the “Where are you now” discovery questionnaire. Click on the discovery questionaire link to begin your complimentary session.



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