Personal Financial Planning and Tax Services

Wayne Hughes is a Certified Financial Planner as well as a Chartered Accountant. He uses both areas of expertise to assess your
financial status, and help you make beneficial plans and decisions. Wayne will work with you to ensure that your taxes are minimized
and your after-tax profits are maximized.

Personal Tax Planning:

• Determination of whether incorporation of your business would be beneficial
• Income splitting with family members
• Scientific Research and Experimental Development Tax Credits

Estate Tax Returns and Trust Management:

• Review of the tax structure of your inter vivos or testamentary trust
• Tax saving techniques for the trust and the beneficiaries
• Preparation of trust returns
• Maintenance of accounting records
• Tax advice related to the preparation of a will
• Trustee and executor services
• Facilitate the effective management of the Trust