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For Tax Advisors

We implement the plan you design.

You design the tax strategy. We handle the corporate and trust reorganizations that follow — across all nine common law provinces, on your instruction.

Refer a Client

Send us the plan.

We respond within one business day with a clear scope and fixed fee.

YOUR CLIENT stays yours.

We do not provide tax planning advice to your client.

We implement the plan you design. Your client relationship stays with you.

We provide a closing book to accompany your tax plan.

Implementation Scope

The legal work that follows your tax plan.

S.85
Section 85 Rollovers
S.86
Share Reorganizations
S.51
Share Conversions
BFLY
Butterfly Reorganizations
EFRZ
Estate Freezes
FAM-T
Family Trust Settlements
21YR
21-Year Trust Planning
PMP
Post-Mortem Pipeline
How It Works
01
Referral
You refer a client or reach out to discuss a file.
02
Quoting
We review the file and provide a fixed-fee quote within one business day. Once accepted, we begin implementation from your tax plan.
03
Implementation
Drafting resolutions, elections, trust deeds. Electronic minute books maintained throughout.
04
Completion
Closing book delivered to accompany your tax plan. Your client relationship stays with you.
NINE PROVINCES. Four offices.

Halifax · Ottawa · Calgary · Surrey

BC, Alberta, Saskatchewan, Manitoba, Ontario, New Brunswick, Nova Scotia, PEI, Newfoundland & Labrador

Transparent Fixed Fees

Every engagement starts with a clear scope and a fixed fee — quoted before work begins. No hourly billing, no surprises.

Fixed-fee billing on every file

Scope and fee quoted within one business day

Electronic billing with multiple payment options