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Advanced Tax & Estate Planning

Pay Less Tax. Build More Wealth. Leave More Behind.

Legally, strategically, by design. GDM works directly with business owners, SMEs and regulated professionals — coordinating legal, accounting and wealth planning under one roof so nothing in your plan is left to chance.

Tax Optimization

Navigating complex corporate and personal structures to lower what you owe — fully compliant, fully documented.

Family Legacy

Estate structures that move wealth to the next generation intact — without unnecessary tax or probate friction.

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Investment Management

Tax-efficient portfolios and specialized wealth vehicles, structured around preservation first and steady long-term growth.

Integrity. Excellence. Innovation.

One coordinated team for Canadian families and business owners.

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Do you own a corporation?

What if your retained earnings could work harder than they do today?

Redirect those funds tax-free into a liquid asset that grows tax-deferred while you keep full access to capital. This versatile structure lets you leverage accumulated funds at preferential rates — whether for reinvestment in income-producing opportunities or for retirement.

The result: lower tax liabilities, faster wealth accumulation, and far less dependence on external financing.

Explore the strategies
Why business owners choose GDM

Secure Your Business, Present and Future

01

Continuity you can count on

Illness or absence shouldn't threaten your business. Our continuity planning makes sure it doesn't.

02

Stop overpaying tax

Business owners routinely overpay. We implement legitimate strategies that lower obligations while maintaining full compliance.

03

Tax-efficient portfolios

Strategic real estate, insurance and specialized wealth vehicles, structured to keep more of what you earn.

04

An exit on your terms

A structured approach that optimizes your business's worth and creates a seamless transition when you're ready.

One coordinated team

Your accountant, your lawyer and your advisor — finally in the same room

Most plans fail in the gaps between professionals: a buy-sell agreement that was never funded, a Capital Dividend Account left unused, an estate transfer nobody structured. We bring accounting, legal and wealth planning together around a single strategy so those gaps never open.

You get one point of contact, one plan, and annual reviews that keep it current as your business and family change.

Integrity. Excellence. Innovation.

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Book your complimentary consultation

A straightforward conversation about your corporation, your tax position and what your plan is missing.