Investment / Holdcos


We understand the challenges of Investment / Holdcos and the need for owner-managers to have peace of mind that their accounting and tax matters are handled well. We can assist with the entire life cycle of your investments and business:

  • Estate Planning
  • Asset Protection
  • Succession and Retirement Planning
  • Tax Planning & Optimization
  • Investment Management
  • Corporate Structuring, Acquiring or Sale of Assets & Rollovers
  • TOSI Rules

There are many nuances to Investment and Holdcos; our aim is to be your accessible team member for all your questions regarding tax and accounting.