Tax & Estate Planning


Having a thoughtful mindset drives us to be more observant, innovative, and forward-looking. As experienced tax and estate lawyers, we are uniquely qualified to help our clients make the best decisions for themselves, their businesses, and their families.  The old adage about an ounce of prevention being a pound of cure certainly applies. Whether buying or selling a business or a piece of land, planning for retirement or making provision for loved ones, we work with you to avoid tax problems down the road. It all starts with an informed strategy and a meticulous approach. We listen to client concerns and prepare tax and estate plans that help them to reach their goals. Some of our clients come to us when they have encountered tax issues. We work with them to troubleshoot solutions and to minimize their exposure. As veteran tax practitioners, we have a strong track record in assisting clients with tax court appeals, objections to CRA (Canada Revenue Agency), and voluntary disclosures.

  • CRA tax audits
  • Voluntary disclosures
  • Estate Administration
  • Corporate reorganizations
  • Wills and Power of Attorney
  • Objections to CRA Appeals Division
  • Charity and Not-for-Profit Law
  • Income tax, HST and land transfer tax
  • Domestic and international tax issues
  • Tax & estate planning and implementation
  • Drafting wills, trusts and business agreements
  • Tax court appeals (informal and general procedures)