The concentrated focus of our practice allows for an unparalleled understanding of the strategies needed for a successful plan. We provide clarity and confidence to the most complex financial situations.
Lawyers
We relish the opportunity to work with members of the legal community. From associates to income and equity partners looking to minimize tax and build their net worth, we simplify your life and bring everything about a lawyer’s financial wellbeing under one roof. We advise on lending, investments, taxation, and insurance, and provide expertise on how to keep the most of your income.
Business owners and entrepreneurs
From startup, to restructuring, to sale, we work with business owners and entrepreneurs across a range of industries to create and protect value in their businesses. We’ll help you use this value to maintain your lifestyle now and into retirement, making sure the business you’ve worked so hard to build keeps working for you.
Executives
As you’ve moved up the corporate ladder, the complexity of your financial situation — which may now include holdings in various pension plans, short- and long-term stock incentives, and taxable benefits — has likely increased in step. So has the complexity of your tax return. We specialize in tackling complexity to provide a clear path to a comfortable retirement and attaining your financial goals. Our team, backed by regional and head office experts, can show you the way.
Advice for lawyers: Partners & Associates
To incorporate, or not to incorporate...
Most partners realize they are permitted to incorporate but are unsure if this is the right option and perhaps feel intimidated by the process. By guiding clients when they choose to incorporate professionally, we open the door to unique investment options and tax saving alternatives that exist outside of their personal portfolios. Regardless of how these tax savings manifest, we provide concrete value and sound financial benefit through every step of the process.
Retirement
At the end of a lawyer’s career, we help strategize a seamless exit from their partnership, and help maximize the greatest reward for their years of hard work. Some of the highly specialized services and expert advice we offer this group of lawyers includes building net worth after retirement; taxation strategies; partnership logistics; tailored insurance and risk management; investment plans; and incorporation.
