Strategic Tax & Estate Planning for High Net Worth Clients

The quickest way to uncover missed tax savings? A clear, strategic look at the big picture. James MacGowan helps high-net-worth individuals and business owners reduce tax and secure their financial future—with zero disruption to your existing advisors.

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Expertise

Navigating Complex Tax and Estate Planning

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With over 40 years of experience in strategic tax and estate planning, James delivers insight that goes beyond the obvious. He works alongside your current advisors to surface and implement overlooked strategies with significant upside.

Tax Strategies

Practical, effective changes to reduce your tax burden and improve cash flow.

Succession Planning

Custom plans for smooth leadership transitions and wealth preservation.

Estate Planning

Strategies to protect your legacy and minimize estate taxes.

Expertise

Advanced Tax Planning for Private Companies

James brings a world-class background in personal and corporate domestic tax planning. As a nationally recognized tax practitioner and former leader of Deloitte’s private company tax practice, the largest of its kind in Canada, he now works directly with net worth individuals and business owners to deliver impactful results fast.

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Comprehensive Financial Planning Solutions for You

From strategy to implementation, his services are built to fit your exact circumstances. In particular, he focuses on:

01
Tax Strategies

Smart, tailored recommendations for individuals and business owners.

02
Tax and Estate Planning

Protect what you’ve built. Transfer your wealth smoothly to the next generation.

03
Life Insurance Advisory Services

Use insurance as a strategic instrument to achieve your goals.

Achieve Financial Peace of Mind

It all starts with a conversation. James will guide you through a strategic review to surface real tax savings and estate planning opportunities—so you can focus on what matters, with peace of mind and a clear plan forward.

Strategic Tax Review Services

The proposition is simple: James will conduct a strategic review of your tax situation and identify high-value strategies that can deliver real, measurable savings.

The Insight to Reduce Your Tax Burden

  • “Are we using all the appropriate tax planning strategies available to us?”
  • “Can this be done without disrupting our current operations?”
  • “We already get tax help—why do we need this?”

James’ process is built to complement your existing team by surfacing bigger-picture strategies your current advisors may not have had the bandwidth to explore.

What’s in the Review

  • A plain-language report with ideas, risk ratings, and projected tax savings
  • A fast process—typically 2 to 3 weeks
  • No obligation to implement anything