Some of Canada’s most prestigious families work with us not only in preserving their wealth, but also in planned giving.
Incorporating and maintaining a private foundation requires careful adherence to guidelines, continually maintaining your status and complying with tax requirements. We assist clients in establishing private foundations, as well as maintaining charitable or non-profit status with the Canada Not-for Profit Corporations Act (CNPC), Ontario’s Not-for-Profit Corporations Act (ONPC), and the Canada Revenue Agency.
We also assist clients with charitable gifting both during lifetime as well as after death to ensure seamless and tax-effective donations.
We have expertise assisting charities with their income tax compliance, and have helped charities which are not in compliance take the steps necessary to get back into good standing.