We help families, professionals, and business owners make confident financial decisions that reduce tax exposure and strengthen long-term wealth.
Corporate Tax Planning
For business owners, every financial move matters. Our corporate tax planning approach helps you optimize your business structure, balance compensation strategies, and plan ahead for succession or sale.
Whether you’re a small enterprise, trade professional, or incorporated consultant, we coordinate your personal and corporate finances to work as one. This integration keeps more of your wealth working for you and positions your business for continued success.
Strategic Tax Planning For Individuals
Good tax planning starts with understanding your full financial picture. We identify opportunities across your income, investments, and estate to make every dollar more efficient. From maximizing deductions and credits to structuring withdrawals from RRSPs, TFSAs, and pensions, we tailor every recommendation to fit your goals.
For families, this means better cash flow, fewer surprises, and a smoother path toward financial independence.
Capital Gains Tax Planning Strategies
When it comes to investments and business assets, timing and structure can make all the difference. Our capital gains tax planning strategies help you manage asset sales, transfers, and distributions in ways that minimize tax while protecting long-term growth. Whether you’re selling real estate, liquidating a portfolio, or transferring shares, we ensure each move is optimized within your broader plan.
Coordinated Planning Across Generations
Taxes don’t stop at retirement or succession—they influence how wealth is preserved, transferred, and shared. We integrate tax planning into estate and intergenerational strategies, helping families protect assets for children and grandchildren while maintaining flexibility. This forward-looking coordination brings clarity to complex transitions and peace of mind to every generation involved.
Expertise Rooted In Your Story
With thoughtful coordination and local expertise, we help New Brunswick families and business owners stay one step ahead of tax complexity and confidently plan for the future.