Lawyers, accountants, and other busy professionals with demanding schedules are often in particular need of wealth management services, as they navigate unique financial obstacles, including uneven income and equity partnerships.

We're here to help navigate the financial implications of these major decisions to help ensure your finances are as streamlined and tax-efficient as possible, allowing you to focus on your professional and personal lives.

What we offer:

  • We can guide you through the start of your practice, while keeping in mind both the taxable implications and your long term goals
  • We offer guidance on the benefits of incorporation, partnership agreements, and different corporate structures
  • We help you make the most of your peak earning years by planning for this unique cycle
  • We prepare you for retirement through business succession, tax and estate planning

Resources:

Passive Investment Income in a Private Corporation
How it may impact your corporation's access to the small business deduction
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Corporate Wealth Transfer
Maximize the value of the corporation by minimizing taxes
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