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Wealth Planning & Corporate Restructuring – Secure Your Legacy

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Who Should Use Wealth Planning Services?

Business owners preparing for succession, sale, or growth
Entrepreneurs optimizing tax and asset protection
Families securing their wealth for future generations
Businesses restructuring for efficiency and tax savings
Investors needing strategic business and personal wealth alignment

Why AccEdge is Canada’s Choice for Wealth Planning Solutions

Comprehensive Financial, Tax, and Legal Advisory: Minimize taxes, maximize growth, and stay compliant.
Custom Wealth Plans: Trusts, estate freezes, dividend strategies, tailored for your situation.
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Asset Protection: Shield business and personal wealth.
Succession & Exit Planning: Seamless transitions for families or external buyers.
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Integrated Professional Collaboration: Close coordination with your legal and tax advisors.
Long-Term Partnership: Ongoing adaptation as your wealth grows.
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Additional Services to elevate your AccEdge Support

Catchup
Navigating corporate tax filing can be complex, especially when you want to maximize your tax savings. We handle your year-end tax preparation with precision, ensuring all eligible deductions and credits are claimed. Beyond filing, we provide proactive tax advisory throughout the year to help optimize your tax position, plan for future liabilities, and identify opportunities to reduce tax burdens legally and strategically.
Payroll
Navigating corporate tax filing can be complex, especially when you want to maximize your tax savings. We handle your year-end tax preparation with precision, ensuring all eligible deductions and credits are claimed. Beyond filing, we provide proactive tax advisory throughout the year to help optimize your tax position, plan for future liabilities, and identify opportunities to reduce tax burdens legally and strategically.
Fractional CFO Services
Navigating corporate tax filing can be complex, especially when you want to maximize your tax savings. We handle your year-end tax preparation with precision, ensuring all eligible deductions and credits are claimed. Beyond filing, we provide proactive tax advisory throughout the year to help optimize your tax position, plan for future liabilities, and identify opportunities to reduce tax burdens legally and strategically.
Investor Ready Business Proposals
Navigating corporate tax filing can be complex, especially when you want to maximize your tax savings. We handle your year-end tax preparation with precision, ensuring all eligible deductions and credits are claimed. Beyond filing, we provide proactive tax advisory throughout the year to help optimize your tax position, plan for future liabilities, and identify opportunities to reduce tax burdens legally and strategically.
CRA Audit Support
Services
Navigating corporate tax filing can be complex, especially when you want to maximize your tax savings. We handle your year-end tax preparation with precision, ensuring all eligible deductions and credits are claimed. Beyond filing, we provide proactive tax advisory throughout the year to help optimize your tax position, plan for future liabilities, and identify opportunities to reduce tax burdens legally and strategically.
Wealth Planning
Navigating corporate tax filing can be complex, especially when you want to maximize your tax savings. We handle your year-end tax preparation with precision, ensuring all eligible deductions and credits are claimed. Beyond filing, we provide proactive tax advisory throughout the year to help optimize your tax position, plan for future liabilities, and identify opportunities to reduce tax burdens legally and strategically.
Tax Preparation
Navigating corporate tax filing can be complex, especially when you want to maximize your tax savings. We handle your year-end tax preparation with precision, ensuring all eligible deductions and credits are claimed. Beyond filing, we provide proactive tax advisory throughout the year to help optimize your tax position, plan for future liabilities, and identify opportunities to reduce tax burdens legally and strategically.
Catchup Bookkeeping
Falling behind on bookkeeping doesn’t just delay taxes. It can shut doors with lenders, investors, and even CRA. Whether you’re months or years behind, we rebuild your financials fast, so you can move forward with confidence. Find out how we make the “impossible” cleanup simple.
Payroll Management
Payroll shouldn’t be a guessing game. We manage everything from pay runs and source deductions to ROEs ensuring accuracy and compliance every time. With automated systems and CRA-ready reporting, your staff gets paid seamlessly while you save time and avoid costly errors. Explore how our payroll solutions keep both your team and your books in perfect sync.
Fractional CFO
Every business needs CFO-level clarity, but not every business needs a full-time CFO. We step in as your on-demand financial partner building forecasts, tracking cash flow that help you make confident, growth-focused decisions.

What our Clients Say

Cave Athletics

AccEdge gave us clarity we didn’t know we were missing. Their monthly reports make it easy to see exactly where our money is going, and with their guidance we’ve grown memberships and improved cash flow. It feels like having a financial coach on our team.

UstaadG 76 Group

When we first connected with AccEdge, our books were a mess. They straightened everything out fast, got us CRA-compliant, and even helped us lock down financing. Now they manage the finances for all our restaurants and side ventures.

Pizza Delight

As new owners, we had no idea where to start. Ashneet walked us through financing with almost no down payment and built proper systems for payroll and tips. His no - nonsense advice has given us the confidence to grow without second-guessing every decision.

Hell Crust Pizza (Multiple Locations)

Managing two busy pizza shops was chaos until AccEdge streamlined our systems. They’ve helped us cut unnecessary costs, organize payroll, and keep everything consistent across locations.

Swift Wood Forest Products

Our accounts used to be a nightmare. Since AccEdge took over, everything runs smoothly. Payroll is accurate, our books are spotless, and for the first time, we feel fully in control of our numbers.

Sector 7

AccEdge isn’t just doing our bookkeeping, they’re helping us grow. The monthly reports keep us sharp, their tax planning has saved us thousands, and their CFO-level advice has shaped our long-term strategy.

SMS Motors

Working with Tamanna and the AccEdge team has been effortless. From payroll to taxes, they handle it all. What sets them apart is Tamanna’s personal touch. She’s professional, always on time, and genuinely invested in our success.

Frequently Asked Questions

When should I set up a holding company in Canada?
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How do trusts help family wealth planning?
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Do I need a lawyer for restructuring?
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How do I get started?
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Protect and Grow Your Wealth with AccEdge

Your ambition deserves precision. We deliver nothing less.
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