We are global planning experts.
Our think-tank of global planning experts assembled over the last decade includes lawyers, accountants, actuaries, bankers, investment and insurance advisors with over 100 years of combined experience.
Our tax and global planning expert (CPA, CA) has solved client concerns for over 27 years as a tax partner at the largest international advisory firm worldwide. His sought-after expertise was honed while serving private clients and their companies in Canada, United States, and globally. His experiences include building and working within family office structures and directly with first and second-generation wealth. He bridges legal, banking, and tax issues to bring practical solutions to address the complexities of domestic and international planning.
Our Tax Planning Architect has worked in global finance structure and insurance for more than 25 years. With billions of dollars in closed transactions, he is known for his ability to identify client concerns and work with various global institutions to design and implement comprehensive planning that meets the requirements of families and their far-reaching assets. Families from around the world trust him for his flawless implementation of client-centric, bespoke planning.
Our Domestic Tax Specialist (CA, CPA) has 20 years of experience as a Senior Accountant and has received additional notable designations as a Certified Financial Planner (CFP) and Family Enterprise Advisor (FEA). Completing the In-Depth Tax Program, he ensures client objectives are realized from concept to implementation.
Our estate and tax-based insurance planning expert completed graduate studies in law and was called to the Bar in 1997. He has been working in the insurance industry for more than 20 years. specializing in advanced tax-based insurance strategies and estate planning for high net worth families. He provides advice on complex life insurance strategies for shareholders of privately held corporations and has been responsible for all aspects of implementation as well as annual maintenance of leveraged plans. He has provided instruction on advanced insurance and estate planning to chartered accountants for the Institute of Chartered Accountants across all major cities in Western Canada and is a member of the Society of Trust and Estate Practitioners and the Canadian Tax Foundation.