FAQs
How can we help you?
Explore common questions about tax planning, estate planning, and consulting services offered by James.
Your Questions Answered
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What services do you offer?
I provide comprehensive tax planning and estate planning services tailored for high net worth individuals and private companies. My expertise includes advanced tax strategies and life insurance planning. I focus on delivering customized solutions that meet the unique needs of my clients.
How does the process work?
The process begins with an initial consultation to understand your specific needs and goals. From there, I develop a tailored plan that addresses your tax and estate planning requirements. Regular follow-ups ensure that your plan remains effective as your circumstances change.
What is your experience?
I have over 40 years of experience in tax and estate planning, including my role as a senior tax partner at Deloitte. My background includes managing services for some of the largest private companies in Canada. This extensive experience allows me to provide valuable insights and strategies for my clients.
How can I get started?
Getting started is simple! Just reach out through the contact page to schedule a consultation. I look forward to discussing how I can assist you with your tax and estate planning needs.
Do you offer consultations?
Yes, I offer consultations to discuss your specific tax and estate planning needs. These sessions are designed to provide you with tailored advice and strategies. Feel free to contact me to set up an appointment.