With extensive experience managing family businesses our team has established a specialized skillset to address common concerns. Our team is well versed in the following areas:

  1. Private mergers and acquisitions.

  2. Multi-generational planning, promoting financial literacy among families.

  3. Tax benefits through participating in the RBC Charitable Gift Program (CPG).

With over 25 years of experience managing business, we are here to help. Each stage of your career is met with its own challenges and opportunities. We have had the privilege to not only observe these challenges, but to provide real time assistance to businesses throughout their journey.