Improve and protect the asset value of affluent Canadian families.
Construct financial solutions that preserve and sustain the lifestyle of wealthy Canadians.
Provide for maximum inheritance or philanthropic initiatives by creating wealth and transitioning it in the most tax advantaged way.
We collaborate with our clients other advisors we do not compete with them.
The benefit; cohesive and complimentary financial solutions.
Our advisors are multigenerational.
The benefit; solutions that truly represent the financial needs of all family members.
We construct solutions that acknowledge the possible need for change.
The benefit; financial clarity that can be adjusted to accommodate a client’s changing needs.
Milan was formerly the Director, Wealth & Tax Planning for the London Life Insurance Company, Great-West Life Assurance Company and Canada Life Assurance Company. Previously, Milan was a Senior Manager providing tax and estate planning services to High Net Worth planners and advisors with TD Waterhouse. For more than a decade Milan was also the Vice-President Tax and Estate Planning and Senior Counsel, with a private mutual fund company and its affiliated securities and mutual fund dealers. Milan has extensive experience in tax and estate planning issues for owner-managers of closely held private companies as well as senior executives and key employees.
Milan is a tax consultant on the Solicitors Advisory Group, the Law Society of Ontario’s Professional Development and Competence Department, as well as an author of reference materials on taxation for the Law Society of Ontario. Milan was also involved with the income tax and estate planning components of the Bar Admission Course, and the Senior Lecturer in Tax for Business Law at the Bar Admission Course.
Milan has been on the board of directors of local charities and community organizations – including Chair of the North Waterloo Housing Authority. Chair of the Tax Section of the Ontario Bar Association; a member of the Investment Funds Institute of Canada’s tax steering committee; and a member of an Independent Review Committee for the mutual funds of the Social Housing Services Corporation.
Milan is a frequent expert speaker and author on matters of taxation.
Toll Free: 1.855.479.7244
4211 Yonge Street, Suite 402,
Toronto, ON, M2P 2A9
40 Larch Street, Suite 201,
Sudbury, ON, P3E 5M7