Brian's team specializes in the technical and "softer" strategies for Business Owners:

  • Estate freeze and Capital Gains exemption
  • Holding company and asset preservation
  • Income splitting and family trusts
  • Small business deduction
  • Life insurance, Disability Insurance
  • Employee buy-out techniques
  • Asset vs. share sale
  • Charitable gifting
  • Wills and probate
  • Individual Pension Plans (IPPs), pension strategies

If you value working with an advisor who provides personal advice for your wealth management needs, contact Brian today for a confidential discussion.