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.