Individuals & Families

Sophisticated Tax Solutions for High-Net-Worth Individuals & Families

Navigating Canadian tax law can be complicated. We specialize in complex personal tax profiles, cross-border reporting, and multi-generational wealth preservation.

•  Comprehensive Tax Preparation: Timely and accurate filing for entrepreneurs, self-employed or high-net worth Individuals & Families (T1) as well as executors and trust beneficiaries of Trusts & Estates (T3).

•  Global Tax Filings: Professional handling of foreign reporting (T1134, T1135) and non-resident compliance (Section 116 and Section 216 income tax returns).

•  Legacy and Estate Strategies: Proactive planning to ensure your wealth is transitioned to the next generation with minimal tax friction.