We are a tax-centric advisory Firm. Our primary focus is to protect a business owner’s wealth from an unnecessary level of taxation that they are often not aware of.
We complement and expand on the good tax planning work their regular accountant already does in order to further bolster the overall tax planning. To perform our work, we use life insurance products with well-established but lesser-known tax advantages. Our practice does not function as, or upend, the role of your regular tax accountant or mainstream investment advisor.
We work primarily with affluent business owners and incorporated professionals.
We have a deep understanding of corporate structures put in place by our clients’ accountants. This helps ensure that our insurance-based tax solutions are properly implemented.
MEET RICHARD
Richard has a passion for helping high-net-worth clients maximize legitimate tax planning available to them.
Richard is a Chartered Professional Accountant with more than two decades of tax experience working in accounting firms previously, including many years as a Tax Partner, and he also has his life insurance licence. He is frequently sought out as a technical resource by various other professionals. Richard has a rare specialty combination of deep tax expertise and has his life insurance license.
Richard is a member of the Canadian Tax Foundation and has been featured at industry conferences, including the CPA One 2020 Annual Conference.
In Richard’s spare time, he spends time with his family, loves fitness activities, playing guitar, attends concerts and tries to avoid sand traps when golfing!
