Firm

We are a boutique law firm specializing in tax planning for private clients. We advise individuals with assets or a business in Canada or abroad and also provide services to our clients’ Canadian or foreign family members. Several members of our teams have been recognized across Canada and abroad for their unique expertise in tax and estate planning for private clients as well as in trust law.

Quality is much better than quantity. — Steve Jobs

As a boutique firm, we focus our expertise on a specialized field of practice. Our convenient, flexible and versatile structure and approach allow us to stand out from the big firms by being receptive and responsive throughout the mandate. We offer our clients, their families and their counsel innovative tailored solutions to address their specific family, legal and tax concerns. With over two decades of experience in major accounting and law firms, we excel in custom problem solving. As each situation is unique, we advocate a holistic and personalized approach, focused on creative and bespoke solutions.

Furthermore, we maintain privileged relationships with major law and accounting firms. This network allows us to offer our clients a complete and fully integrated service nationally and internationally to better address their needs and those of their family.

Over the years, several members of our team have been recognized in the fields of private clients, tax, trusts and estates by various international legal directories such as the Canadian Legal Lexpert Directory, Practical Law Company – Which Lawyer?, Who’s Who Legal. Lexology and Best Lawyers.