300-2005 Sheppard Avenue East, North York ON M2J 5B4
(+1) 416-443-1400

Management and Tax Consulting Services

Want to work smarter, grow faster and compete stronger? Our expertise in operation management and tax can improve your operational efficiency and enhance the value of your business.


Comparing the results of your business with those of comparable businesses in your industry.

Business and Company Structure Review

Reviewing your existing business structure and providing recommendations to preserve your after-tax savings by taking advantage of butterfly transactions or through the utilization of small business corporations, limited partnerships, family trusts or non-CCPCs.

Finance Structure Review

Reviewing your current debt and equity levels and providing recommendations to maximize asset protection and minimize tax risks such as risks associated with preferred shares financing under Part VI.1 of the Income Tax Act.

Estate Planning

Ensuring your outcomes can be achieved from an accounting and tax perspective in the most efficient manner, including the access to your $883,384 life-time capital gain exemptions.

Financing and Debt Advice

Advising on funding options and negotiations with lenders, lease versus buy decisions, capital versus debt financing.

Risk Management Assessment

Business and environmental risk assessments, succession planning, business structure, and insurance requirements.

Future Planning

Identifying and analyzing market and business growth opportunities; assisting with strategic and operational planning, forecasting and cash management; advising on capital expenditure decisions; providing business coaching, mentoring, governance, and leadership guidance.