Who We Help

The clients who typically benefit the most from our services:

Want tax planning, tax preparation, assistance with estate plan design and someone to manage their investment portfolio in Canada and the US
Want tax planning, tax preparation,
Have 3-6 months prior to their planned move
Believe in proactively planning out their finances to achieve their goals
Have an investment portfolio of $500K+ which usually translates to a net worth of $1M+
Are willing to pay for the right advice, which can be upwards of $5,000+