CFO looking over quarterly numbers

Personal Tax Planning


Our team works with High-Net-Worth and Ultra-High-Net-Worth individuals and their families on their personal planning and on all areas of taxation, such as:

  • structuring and implementing estate freezes;
  • various forms of structuring investments;
  • succession planning;
  • executive compensation; 
  • ensuring that their estate planning is completed on a tax-efficient basis; and
  • CRA disputes

Personal Tax Planning Team

All Expertise

  • Affordable and Social Housing

  • Business and Transactions

  • Commercial Real Estate and Development

  • Employment Law

  • Litigation and Dispute Resolution

  • Secured Lending and Enforcement

  • Tax

  • Wills and Estates