Who We Help
You Focus on Your Business – We’ll Focus on Your Wealth
Our clients are busy professionals who understand the importance of expert advice. They’ve built strong businesses—and they’re ready to build smarter wealth. We work with incorporated business owners across industries, tailoring advanced financial strategies to your career, your goals, and your stage of life.
Dentists: You’ve worked hard to build a successful practice. Now it’s time to protect your wealth and plan for your future. From hygiene corps and family trusts to corporate investments and practice sale strategies, we help dentists reduce taxes and retire confidently.
Realtors: Real estate income can be unpredictable, but your wealth plan doesn’t have to be. Whether you’re using a PREC or just getting started, we help realtors build long-term financial security through strategic compensation, tax deferral, and retirement structuring.
Builders & Contractors: You manage complex projects with large financial implications. We help you simplify your corporate structure, optimize retained earnings, and protect wealth using holding companies, GST/HST planning, and strategic asset management.
Doctors: Medical professionals benefit significantly from tailored corporate planning. We guide doctors through income splitting, IPPs, corporate-owned insurance, and effective estate strategies to protect and multiply family wealth.
Entrepreneurs & Incorporated Professionals: Your corporation is your most powerful financial tool. We help entrepreneurs with growing retained earnings turn their business income into long-term, tax-efficient wealth using corporate investment strategies, reorganizations, and legacy planning.