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Hello

Being personable, result-oriented, and having the ability to translate complex tax rules into simple terms is my trademark. Together with my very talented team members, we help clients with their corporate reorganizations, estate and succession planning, post-mortem planning, corporate and personal tax minimization strategies and dealing with the Canada Revenue Agency.

More About Me

My Specialties

  • Corporate and Personal Tax Planning
  • Trust and Estate Planning
  • Succession Planning
  • Tax Advising for Non-Residents Doing Business in Canada
  • CRA Audits and Appeals

My Credentials

  • CPA Ontario, CPA, CGA 2007
  • CICA In-Depth Tax Course, 2007-2009
  • BA Accounting and Information Technology, Southern Alberta Institute of Technology, 2006
  • Trust and Estate Practitioner – (Target completion 2019)
  • Certified Financial Planner – (Target completion 2020)

What I enjoy

In addition to performing intellectual embroidery to craft well-knitted tax plans for clients, I love spending time with my family, cycling, fishing, playing and coaching soccer.

 

In the Community

I enjoy participating in tax clinics for less privileged communities and various sports-related charity events.

Latest Insight

Bill 145, Trust in Real Estate Services Act, 2020 received Royal Assent on March 4, 2020 meaning that real estate agents in Ontario are allowed to incorporate their own Personal Real Estate Corporation (PREC). Rules, regulations and licensing details will be readily available in the coming months outlying how a PREC is to operate in … Continued
Raffaele Ruberto on March 5, 2020 in Advice for Business Owners