For individuals, we provide tax compliance services and advice on matters involving income splitting, family trust, holding companies, and tax shelters. We also provide assistance and advice on CRA reviews or audits and handle all matters involving disputes with the tax authorities. For our corporate clients we function as the client’s tax department dealing with all its tax related matters.

For individuals planning for their retirement, we prepare financial projections and provide objective advice on client’s retirement plans and the related investment portfolio. We also provide advice on estate related matters such as life insurance requirements, Wills, Power of Attorney , Family and Hansen Trusts, charitable planned giving, and other related matters.