For Tax Advisors

I implement the tax plan you design.

You design the tax strategy. I handle the corporate and trust reorganizations that follow, on your instruction. Fixed fees, quoted in one business day. Files typically complete in two to six weeks depending on complexity.

Prefer to start with a conversation before sending a plan? Book a short call and we can talk it through.

Book a 15-min call

Send Tax Plan for Quote

Send me the tax plan.

I respond within one business day with an implementation timeline and fixed fee.

The Trust Panel

Why advisors trust me.

01 · CURRICULUM

I teach what I practise.

Same curriculum I taught at Dalhousie law school. Section 85 rollovers, butterflies, TOSI — your client isn’t paying for my learning curve.

02 · NON-COMPETE

I never compete for your client.

I don’t provide tax planning advice. I implement what you design. Your client relationship stays with you.

03 · PRICING

Fixed fees, quoted in one business day.

No hourly billing. No surprises. Clear timeline and price before work begins.

04 · TOOLING

Precision with modern research tools.

Deep statutory knowledge paired with modern research tools means faster turnaround without sacrificing precision.

Implementation Scope

The legal work that follows your tax plan.

S.85

Section 85 Rollovers

S.86

Share Reorganizations

FAM

Family Trust Settlements

BFLY

Butterfly Reorganizations

EFRZ

Estate Freezes

PMP

Post-Mortem Pipeline

Sample Engagements

What a quote looks like.

Here are two real examples of quotes for the steps below. Legal fees include disbursements (registry fees).

Example A

Estate freeze with family trust

Family trust takes future growth of the operating company. Five-step engagement, common for business owners with an operating company.

# Step in the reorganization

1 Establish family trust with third-party loan

2 Increase Opco preferred shares

3 Section 86 freeze of Opco common shares

4 Family trust subscribes for Opco common shares

5 Dividend

Estimated total before tax $7,500

Example B

Estate freeze with Newco and S.85 rollover

Larger reorganization adding a Newco and a Section 85 rollover of personal property. Seven-step engagement.

# Step in the reorganization

1 Establish family trust with third-party loan

2 Establish Newco

3 Section 85 rollover for personal property

4 Increase Opco preferred shares

5 Section 86 freeze of Opco common shares

6 Family trust subscribes for Opco common shares

7 Dividend

Estimated total before tax $10,000

Tax (HST/GST) is added at billing. Each engagement is quoted on its own facts — complexity, jurisdiction, and document count will vary.

How It Works

Send Tax Plan

Send me the anonymized tax plan through the form or by email.

Quoting

I review the file and provide a fixed-fee quote and implementation timeline within one business day.

Implementation

Drafting resolutions, filings, and trust deeds. Typically two to six weeks depending on complexity.

Completion

Closing book delivered to accompany your tax plan. Your client relationship stays with you.

Four offices. Called to four provinces.

Ottawa · Surrey · Calgary · Halifax

Offices registered for service in Ontario, British Columbia, Alberta, and Nova Scotia.

Transparent Fixed Fees

Every engagement starts with your tax advisor’s tax plan, a clear implementation timeline from me, and a fixed fee — quoted before work begins. No hourly billing, no surprises.

Fixed-fee billing on every file

Implementation timeline and fee quoted within one business day

Files typically complete in two to six weeks depending on complexity

Electronic billing with multiple payment options