A collective of specialists forming a comprehensive think-tank.
Our team is a collective of specialists in tax, legal, banking, investment, capital markets, and estate planning, forming a comprehensive think-tank.
We have established Global Solutions as a multi-family office, offering our clients the unique advantage of accessing a cohesive panel of experts. This collaborative approach ensures a unified management of wealth and tax affairs, eliminating the common issue of fragmentation seen conventional setups.
Finding constant expression in service to others is the foundation of our company, and our duty in a people-driven business.
We attribute our company's success to our strong virtues and the security and honesty of our people and
services.
Financial security is a significant factor of happiness, and we take that responsibility seriously as dependable and professional advisors.
Being creative, agile, and curious as specialists drives us to stay ahead of the curve with innovative, client-focused solutions.
Our solutions are designed, researched, vetted, and implemented to solve the problems where traditional advice cannot address. Our proprietary solutions and planning are always customized to meet various objectives.
Clients seeking exclusive capital market opportunities, encompassing private real estate, venture capital, infrastructure, art collections, music royalties, and beyond.
Clients in search of accounting, bookkeeping, and filing services, prioritize a proactive approach aimed at minimizing tax exposure over the conventional reactionary method.
Clients with a founder or senior shareholder, who have accumulated significant gains in their shares, express concerns about the tax implications that may arise upon their demise.
Clients aiming to undertake corporate and family trust restructuring to safeguard their assets while enhancing tax efficiencies.
Clients seeking institutional level investment strategies in their portfolios while prioritizing the reduction in concentration and correlation risks inherent in traditional portfolios.
Clients seeking to emigrate from Canada as cost efficiently as possible.
Beginning with a meeting involving ourselves, the client, and their advisors, we seek to grasp the client's current position, challenges, and priorities. Utilizing a combination of our advisors and proprietary strategies, we craft a customized solution tailored to the client's objectives. This solution undergoes collaborative review with Canadian and international advisory firms before implementation.
