Personal Tax Services

TG&C provides comprehensive tax services for individuals and families in Canada, and the United States. We believe in building lasting relationships with our clients, so we can provide each one with the customized strategy that best addresses their unique tax situations.

Our personal tax services include:

  • Family wealth planning (tax planning related to individuals and their compensation, estate planning, estate administration, wealth preservation, inter-generational wealth transfer, will reviews, succession planning, post-mortem planning);
  • Trust & estate tax minimization (using trusts to split income and to protect wealth, domestic and offshore planning and compliance);
  • Structuring with life insurance (effectively incorporating life insurance to mitigate and fund taxes, use of annuities and RCA’s);
  • Income tax consulting, compliance and planning
  • Retirement planning and use of Individual Pension Plans
  • Separation of assets and marital planning
  • Personal financial planning
  • Tax controversy services