High Net Worth Individuals

Anyone that has assets to protect, needs an accountant. The more assets, the more crucial it is that protective measures be in place. Whether you have benefited from an inheritance or worked your way to the top, being proactive will ensure you maximize your earnings and maintain your holdings.

Stern Cohen has worked with generations of Torontonians and we’ve earned their trust. Our advice includes:

  • Family estate planning
  • Tax efficiencies, tax planning, tax filing
  • Integration of personal and corporate holdings
  • Accounting for investments
  • Safekeeping of assets
  • Succession planning

If you would like to learn more about our services and the guidance we provide to high net worth individuals, please contact us for private consultation.

If you’re a business owner or interested in planning for your retirement, you may be interested in our Succession & Estate Planning services.

"Ten years ago, I was unhappy with my accounting provider and I needed an accounting and tax advisory partner that I could trust and refer to my high net worth clients. Fortunately, I was referred to Stern Cohen. Ever since, I’ve counted on their expertise. To say I’m impressed with their timeliness, responsiveness and the quality of their work is an understatement. Measuring and ensuring one’s return on investment is my specialty – so believe me when I say that Stern Cohen’s services are invaluable. The relationship is such that I can refer my clients to Stern Cohen with utter confidence that their accounting, estate and tax needs will be taken care of."

- George Swan, Managing Partner of ForStar Wealth Management Solutions, a Toronto based firm that provides a select group of clients and their families with comprehensive Wealth Management Services

Read a Real Life Case Study involving Succession and Estate Planning