It’s taken you decades to build your business. And retirement is on the horizon. You want to ensure your wealth is protected into the next phase of your life. We help business owners protect and transfer their wealth using tax-saving investments.
We are a tax-centric advisory firm that devises intelligent solutions, one aspect of which entails client deposits into a unique category of investments.
To avoid any misconceptions, our practice does not function as, or upend, the role of your regular tax accountant or mainstream investment advisor.
We work primarily with affluent business owners and incorporated professionals to implement niche wealth preservation, estate transfer, and business ownership transition solutions.
We also implement the investment aspect of our recommended solutions leveraging our deep understanding of corporate structures put in place by our clients’ accountants. This helps ensure the solution is properly implemented.
MEET RICHARD
Richard has a passion for helping clients protect, grow and prudently transfer wealth and effectively transition their businesses. Richard enjoys the challenge of translating complex matters into simple terms and working closely with complementary professionals.
Richard is a Chartered Professional Accountant with more than two decades of tax experience working in accounting firms previously, including many years as a Tax Partner, and he also has his life insurance licence. He is frequently sought out as a technical resource to various other professionals.
Richard is a member of the Canadian Tax Foundation and has been featured at industry conferences including the CPA One 2020 Annual Conference.
In Richard’s spare time, he spends time with his family, cheers on the Buffalo Sabres, attends concerts and tries to avoid sand traps when golfing!
Tax-Efficient Solutions For Excess Personal or Corporate Funds
Find out how we can help preserve your wealth.