Services

Services

You’re Not Alone in This

In today’s rapidly evolving business landscape, managing corporate responsibilities and navigating intricate tax laws can be overwhelming. But you’re not alone on this journey. Our comprehensive suite of services is designed to guide you through each stage of your business journey, ensuring that your interests are safeguarded and your ambitions realized. Whether you are looking to embark on professional incorporations, considering corporate reorganizations, contemplating estate freezes, tax rollovers, or settling trusts, we have the necessary skills and resources.

But why should you choose to work with us? It’s not just about the services we offer; it’s about how we deliver them. Our unique infrastructure and design ensure that solicitor-client privilege extends to tax planning communications between you, the client, and your legal and accounting professionals where permissible. With the digital age upon us, we adopted an electronic corporate minute book management system that includes an annual registry renewal service, streamlining your corporate administration processes. Recognizing the importance and value of your time, we facilitate using electronic signatures for all transactions where permitted.

Experience genuine collaboration and unmatched customer service from a team that speaks about inclusion and practises it in every interaction. Your data security is paramount to us. To that end, we have robust data privacy measures and security protocols underpinned by a culture of cyber safety and the adoption of next-generation technology. And when it comes to billing, experience the convenience of our seamless billing process with multiple secure online payment options – all available at the click of a button!

You’re Not Alone in This

In today’s rapidly evolving business landscape, managing corporate responsibilities and navigating intricate tax laws can be overwhelming. But you’re not alone on this journey. Our comprehensive suite of services is designed to guide you through each stage of your business journey, ensuring that your interests are safeguarded and your ambitions realized. Whether you are looking to embark on professional incorporations, considering corporate reorganizations, contemplating estate freezes, tax rollovers, or settling trusts, we have the necessary skills and resources.

But why should you choose to work with us? It’s not just about the services we offer; it’s about how we deliver them. Our unique infrastructure and design ensure that solicitor-client privilege extends to tax planning communications between you, the client, and your legal and accounting professionals where permissible. With the digital age upon us, we adopted an electronic corporate minute book management system that includes an annual registry renewal service, streamlining your corporate administration processes. Recognizing the importance and value of your time, we facilitate using electronic signatures for all transactions where permitted.

Experience genuine collaboration and unmatched customer service from a team that speaks about inclusion and practises it in every interaction. Your data security is paramount to us. To that end, we have robust data privacy measures and security protocols underpinned by a culture of cyber safety and the adoption of next-generation technology. And when it comes to billing, experience the convenience of our seamless billing process with multiple secure online payment options – all available at the click of a button!

Our Services

To be inclusive to all readers, let’s start with what is owner-manager corporate tax planning. An owner-manager is generally an individual who owns and operates an incorporated business. The design of corporate structures and remuneration strategies for owner-managers is accomplished when the individual’s accountant and lawyer collaborate to plan and implement the corporate tax plan.

Owner-managers are the backbone of Canada – think entrepreneurs boosting economic growth and prosperity! 

Our service offerings include:

  • Professional Incorporations

  • Corporate Reorganizations

  • Tax Adjacent Transactions (resolutions, redemptions, trust resolutions and windups, etc.)

  • Estate Freezes & Tax Rollovers

  • Settling Trusts & Business Incorporations

  • Business Succession Planning

  • Owner-manager Remuneration Planning

  • Amalgamations & Wind-ups

Our Services

To be inclusive to all readers, let’s start with what is owner-manager corporate tax planning. An owner-manager is generally an individual who owns and operates an incorporated business. The design of corporate structures and remuneration strategies for owner-managers is accomplished when the individual’s accountant and lawyer collaborate to plan and implement the corporate tax plan.

Owner-managers are the backbone of Canada – think entrepreneurs boosting economic growth and prosperity! 

Our service offerings include:

  • Professional Incorporations

  • Corporate Reorganizations

  • Tax Adjacent Transactions (resolutions, redemptions, trust resolutions and windups, etc.)

  • Estate Freezes & Tax Rollovers

  • Settling Trusts & Business Incorporations

  • Business Succession Planning

  • Owner-manager Remuneration Planning

  • Amalgamations & Wind-ups

Why Work With Us?

The main benefit of working with us is that we’re accessible to nine common law jurisdictions in Canada, while respecting professional responsibility regulations in each of the following provinces: Nova Scotia, Prince Edward Island, Newfoundland and Labrador, Ontario, New Brunswick, Manitoba, British Columbia, Saskatchewan and Alberta.

  • Infrastructure and design in place to extend solicitor-client privilege for tax planning communications between the taxpayer, lawyer and accountant, where allowed.

  • Electronic corporate minute book management with annual registry renewal service
  • Use of electronic signature for all transactions, where allowed

  • Experience collaboration and customer service from a team where inclusion is in action!

  • Data privacy and security protocols implemented through a culture of cyber safety and next-generation technology

  • Seamless billing with multiple secure online payment options – all with one click!

Why Work With Us?

The main benefit of working with us is that we’re accessible to nine common law jurisdictions in Canada, while respecting professional responsibility regulations in each of the following provinces: Nova Scotia, Prince Edward Island, Newfoundland and Labrador, Ontario, New Brunswick, Manitoba, British Columbia, Saskatchewan and Alberta.

  • Infrastructure and design in place to extend solicitor-client privilege for tax planning communications between the taxpayer, lawyer and accountant, where allowed.

  • Electronic corporate minute book management with annual registry renewal service
  • Use of electronic signature for all transactions, where allowed

  • Experience collaboration and customer service from a team where inclusion is in action!

  • Data privacy and security protocols implemented through a culture of cyber safety and next-generation technology

  • Seamless billing with multiple secure online payment options – all with one click!