How much does this cost?
Every engagement is fixed-fee, quoted upfront before work begins. A straightforward rollover or trust settlement typically starts from $3,500. We provide a clear scope and fee within one business day of your initial contact.
How long does it take?
Most implementations are completed within 4 to 8 weeks depending on complexity. We respond to your initial inquiry within one business day, and your engagement letter follows shortly after.
Does my tax advisor need to be involved?
Your tax advisor designed the tax strategy, and they stay involved throughout. We implement the legal structure on their instruction, keeping them informed at every step. Your advisor relationships stay exactly as they are.
Will this disrupt my business?
The legal implementation happens behind the scenes. We handle the resolutions, elections, and trust deeds. Your day-to-day operations continue as normal. Electronic minute books and secure document handling mean minimal administrative burden on your end.
What provinces do you cover?
All nine common law provinces across Canada, from offices in Halifax, Ottawa, Calgary, and Surrey. Governed by the National Mobility Agreement.