Sometimes you have more savings than you expected. Sometimes you don’t. Let’s work together to level out the rollercoaster of financial highs and lows.
Personalized attention and hands-on approach:
- Anything that impacts your business or personal financial life, we’ll do our best to assist you in any way we can
- Concierge-style service
- Relationships with trusted wealth managers, financial institutions, insurance brokers, other advisers and various service providers
- We work closely with you and your team – agents, managers, lawyers, etc.
Day-to-day transacting / monitoring
(in Canada and/or US):
- Cashflow management – bill payments, deposits, tax remittances, etc.
- Monitoring of income/review of contracts
- Tour and royalty accounting
- Foreign exchange management
- Budgeting and projections
- Personal and corporate financial reporting
- Financial record keeping
Oversight and management of:
- Tax planning and review of tax preparation by tax professionals – Canada and/or US
- Investments – coordinate with portfolio managers/investment advisers
- Insurance – coordinate with insurance professionals
- Estate planning (wills/trusts) – coordinate with lawyers and tax specialists
- Liaise with foreign tax professionals for clients generating income in foreign jurisdictions
- Real estate and asset acquisitions and financing