WHO WE ARE
Educating Accountants
Optimizing Business
Businesses are the heartbeat of our communities, fostering growth and opportunity. They create local jobs, attract diverse talent, and fuel innovation.
The top 1% of income earners, primarily business owners, contribute significantly to community support, accounting for over 86% of donations. Together, businesses and entrepreneurs drive economic vitality and social progress, shaping a brighter future for all.
Graziano Marchetti
While working in New York during the 2008 financial crisis, my professional world was shattered when a coworker tragically took their own life, reeling from the loss of $30 million in client funds.
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Determined never to be in a position where the stakes included risking client investments, I embraced the ethos that 'a penny saved is a penny earned,' recognizing the paramount importance of safeguarding financial resources. Spanning three decades of interactions with accomplished entrepreneurs, one common trait stood out - their exceptional ability to generate wealth.
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While my international ventures have brought me face-to-face with clients from the UK, the Americas, to China, it became evident that these visionaries excelled in wealth creation. My role shifted towards optimization, focusing on tax efficiency to maximize returns on their hard-earned assets.
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As a co-owner of diverse ventures spanning biotech, telecommunications, and manufacturing, I've witnessed firsthand the significance of wealth preservation over mere acquisition. I firmly advocate for performance-based compensation ensuring that our collaboration translates into a tangible net gain for all involved.
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In a landscape shaped by fiscal resilience, my purpose remains unwavering: to empower entrepreneurs to secure their financial legacies and unlock the full potential of their wealth.
Lawrence Ming
BSc / CPA / CFA
With over 25 years of seasoned expertise as a CA/CPA/CFA, Lawrence Ming stands as a distinguished tax authority within our family office, specializing in sophisticated tax planning for high net worth individuals.
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Launching his career in Canada, Lawrence swiftly excelled in Audit before transitioning into private practice, where his prowess has flourished ever since. His niche lies in serving ultra high net worth clientele, with a keen focus on philanthropy, succession planning, and strategic business transitioning.
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Across his professional journey, Lawrence has curated a diverse portfolio of cross-border clients spanning Canada, the United States, Asia, the Middle East, and beyond. His profound grasp of international tax intricacies equips him to deliver tailored solutions that optimize financial efficiencies and mitigate risks adeptly.
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Beyond his tax expertise, Lawrence brings invaluable proficiency in business valuation to our team. He plays an indispensable role in conducting meticulous financial valuations for our corporate clients, ensuring compliance with General Anti-Avoidance Rules (GAAR) while aligning with their overarching financial objectives.
Driven by a relentless pursuit of excellence and a deep-seated commitment to crafting personalized, strategic tax solutions, Lawrence Ming emerges as an indispensable ally for our discerning clientele.
Sean Kim
CPA / CFA
With over 13 years of experience in accounting, I specialize in providing personalized services tailored to the needs of high net worth individuals and families. My expertise lies in advanced tax planning, finance, and compliance, helping clients navigate complex tax regulations and optimize their financial strategies.
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As an alum of KPMG, I have a strong background in advising both large private and public corporations as well as their shareholders. My focus extends across various areas including corporate reorganizations, business and financing structures, disposition and acquisition transactions, estate and succession planning, and employee and shareholder compensation.
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I am dedicated to delivering comprehensive solutions that address the unique challenges and opportunities faced by my clients, ensuring their financial well-being and success.
Jean Francois Hardy
Business COO
My focus has always been on business optimization and creating effective and easy to use systems for businesses of all sizes and complexities.
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While tax is often the biggest expense in a successful business, there are various other areas within the business that can be further optimized to ensure there are no leaks and areas of lost revenue.
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My success is ensuring that business owners are at peak efficiency with not only their profitability, but in the time it takes to delivery those results. This enables owners to free up more of their valuable time to focus on growing the business, developing new products and services, and to scale or transition the business.
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This is especially important with businesses looking to exit or move towards a future succession plan.
Miji Lee
B.Econ, MBA
Meet Miji Lee, a dynamic tax expert at our family office, renowned for her prowess in advanced tax planning for high net worth individuals. Specializing in international tax planning and sophisticated corporate tax strategies across the Asia Pacific region, Miji brings a wealth of experience and passion to her role.
With over a decade of entrepreneurial ventures in the talent and entertainment sectors on the global stage, Miji's journey is one of resilience and determination. From her humble beginnings to establishing a thriving business consulting firm in Korea, she has navigated the complexities of international commerce with unwavering tenacity.
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Miji's entrepreneurial background uniquely positions her to understand the intricate needs of cross-border tax clients. Her extensive experience has forged deep relationships with esteemed international law firms, enabling her to leverage her expertise and network effectively.
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Driven by a relentless pursuit of excellence and a genuine commitment to her clients' success, Miji Lee is not just a tax expert; she is a trusted ally and advocate. With her at the helm, our clients can expect comprehensive tax solutions that not only optimize financial efficiencies but also foster sustainable growth and prosperity.
OUR MISSION
We are not anti-tax; we are anti-waste.
The top 1% of income earners are responsible for 86% of all donated funds in Canada.
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We provide solutions to empower business owners to benefit families and local communities.
Our team of experienced tax experts will work with your business to identify potential tax savings opportunities and develop custom tax strategies.
CORE VALUES:
Expertise
We take pride in our profound understanding of tax laws and regulations. Our team remains vigilant, staying abreast of both domestic and international shifts in tax legislation to ensure that your business consistently benefits from the latest tax-saving opportunities.
Innovation
We are constantly exploring new tax savings strategies and techniques to ensure that your business is always ahead of the curve.
Client Success
We are so confident in our abilities that our team's compensation is directly tied to the amount our clients save. In business, we firmly believe in mutual success, and we measure our own success by the success of our clients.