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For Tax Advisors

I implement the tax plan you design.

You design the tax strategy. I handle the corporate and trust reorganizations that follow — across all nine common law provinces, on your instruction.

Refer a Client

Send me the tax plan.

I respond within one business day with a clear scope and fixed fee.

The Trust Panel

Why advisors trust me.

01 · CURRICULUM
I teach what I practice.

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 scope and price before work begins.

04 · TOOLING
AI-fluent for fast tax research.

I built my law-school course around Blue J Tax and Copilot. Deep statutory knowledge plus modern 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
S.51
Share Conversions
BFLY
Butterfly Reorganizations
EFRZ
Estate Freezes
FAM-T
Family Trust Settlements
21YR
21-Year Trust Planning
PMP
Post-Mortem Pipeline
How It Works
01
Referral
You refer a client or reach out to discuss a file.
02
Quoting
I review the file and provide a fixed-fee quote within one business day. Once accepted, I begin implementation from your tax plan.
03
Implementation
Drafting resolutions, elections, trust deeds. Electronic minute books maintained throughout.
04
Completion
Closing book delivered to accompany your tax plan. Your client relationship stays with you.
NINE PROVINCES. Four offices.

Halifax · Ottawa · Calgary · Surrey

BC, Alberta, Saskatchewan, Manitoba, Ontario, New Brunswick, Nova Scotia, PEI, Newfoundland & Labrador

Transparent Fixed Fees

Every engagement starts with a clear scope and a fixed fee — quoted before work begins. No hourly billing, no surprises.

Fixed-fee billing on every file

Scope and fee quoted within one business day

Electronic billing with multiple payment options

Get in touch
I respond within one business day.