Guiding Principles

We are conservative. We meticulously avoid any unintended tax consequences and align our strategies with settled rules under the Income Tax Act.

We clarify and simplify. Any strategy can be distilled into clear and simple concepts and language.

We take a holistic approach and value long-term relationships. We are committed to the ongoing monitoring of the solutions we recommend.

We respect confidentiality and privacy. We will never disclose the name of a client or personal details to any third party without express permission.