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An effective estate plan ensures your assets are protected during your lifetime, distributed according to your wishes during succession or death and maximizes the wealth left behind for your heirs. A review of the your existing assets and liabilities, including private company shares and corporate held assets.

With the complexities of Canada's Income Tax Act, ongoing changes to Canada's tax laws and increased regulation, our firm takes a proactive approach to your tax filings. We minimize your exposure by managing tax issues and staying current with legislative changes. Our in-depth knowledge of Canadian tax allows us to identify opportunities to save you tax while ensuring you meet all of your reporting requirements.

We understand that relevant, transparent and independently reviewed financial information is critical in building confidence both within your organization and with external stakeholders. Management at all levels requires this information to develop the strategies that provide direction for your business.

A business valuation is a process and set of procedures used to determine the fair market value of an owner's interest in his or her business. For many business owners, their company represents a significant portion of their overall family wealth and understanding its value is often critical in executing a variety of strategies and objectives.

Litigation Support provides assistance of an accounting nature in a matter involving existing or pending litigation. It deals primarily with issues related to the valuation of assets or shares in dispute and quantification of economic damages. Determining this value often requires providing expert reports to counsel in the areas of accounting, taxation and valuation.