We are committed to providing value-added services to meet complex tax planning requirements. The service to private sector clients goes beyond the usual framework of tax planning offered to individuals in order to offer a global tax optimization which includes estate planning and intergenerational transfer as well as a structuring of the ownership of assets, of holding company , trusts, foundations and partnerships. We frequently serve clients with cross-border tax issues in the context of international investments. We also take care of the management of personal situations such as dual citizenship or families whose members are in different countries.

Our aim is to give assurance to our clients that their wealth complies with the requirements of the tax authorities and that it is structured in such a way as to reduce the tax burden and preserve the wealth in the long term.

We spend a large part of our time in getting to know our private clients better in order to fully understand their objective and to forge special ties and a relationship of trust with them. We offer a full range of services and we have managed to manage several complex situations. The services we offer to private sector clients include:

• Tax structuring for investments

• Observation of tax rules relating to tax authorities and dispute resolution

• Fiduciary and estate planning

• Planning for charitable giving and private foundations

• Business and partnership structuring

• Consulting for family businesses and business transfers

• Canadian and international tax consultation

• Filing of income tax returns

• Assistance with tax audits

• The production and resolution of disputes relating to indirect taxes (GST-QST)