Service Philosophy

Our professional experience and business approach enable us to provide innovative solutions in situations that are not well served by larger advisory firms. We only take on mandates where we can add significant value. We are flexible and entrepreneurial. We tailor our services to the specific needs of our clients.


Our advisers have top-tier expertise in developing creative strategies, transaction structuring and negotiations in select areas.

Tax-based Finance

Tax efficient solutions for companies seeking to reduce their cost of capital by extracting tax benefits from the transaction structure. Monetization of tax losses for Canadian companies seeking to generate value from an otherwise underperforming asset (tax attributes). One of our advisers designed and implemented the sale and leaseback transaction that was the subject of a favourable tax decision by the Supreme Court of Canada. The case, Canada Trustco Mortgage Co. v. Canada, continues to be the leading precedent in Canada on the general anti-avoidance test (GAAR), a weapon that is often used by the Canada Revenue Agency in challenging novel tax planning structures. Reducing GAAR risk to an acceptable level is one of our specialties.