Corporations and Trusts

Our team specializes in helping business owners and families with their financial plans.  This includes, but is not limited to: 


  • Professional corporations

  • Personal real estate corporations (PREC’s)

  • Medical corporations

  • Dental corporations

  • Franchises

  • Family trusts

  • Holding companies (Hold Co’s)

We also help professionals and executives deal with their complex pay structures including RSU and Options exercising.   
Getting the right advice for your unique situation requires a personal touch.  Please contact us to see how we may help