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Personal Tax Planning

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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

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Personal Tax Planning Team

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