OUR SERVICES

If your money is moving, we can add value.

 

The planning and advisory services provided to each client are unique.   The P. Leckie Professional Corporation uses a consultative approach with individuals and families, in conjunction with the families’ other advisors, to develop an all-encompassing plan for financial concerns.

Tax planning and financial advice are the focus for the P. Leckie Professional Corp.  To ensure full service for its clients, the team at P. Leckie Professional Corporation, also provide tax compliance services for individuals, trusts, partnerships, corporations and foundations. 

The services provided by Penny and the competent team at P. Leckie Professional Corp evolve regularly, as client circumstances evolve. 

Some examples of the planning and independent advice provided to clients in the past include:

  • Structuring for tax efficient ownership of real estate, investments and business assets, to optimize cash flow.
  • Tax minimization strategies for receipt of income. 
  • Planning for intergenerational transfer of wealth.
  • Assistance with minimization of tax on death.
  • Planning for business succession or sale.
  • Assistance with philanthropic giving.
  • Financial considerations on marital breakdown.
  • Assistance with corporate/business reorganizations.
  • Guidance to entrepreneurs on tax efficient business/personal distributions and other remuneration planning.
  • Assistance and advice on receipt of an inheritance or other pool of capital.
  • Advice on ceasing or commencing residency in Canada.
  • Independent consultation with respect to investments or other financial products.
  • Executor and trustee services.

Each of these planning services requires strategies that are as unique and as diverse as the client is.  Please contact us today for a personal meeting to consider your financial options.

 

ABOUT THE FOUNDER

Penny founded the P. Leckie Professional Corporation in 2004 to provide successful individuals with tax and business solutions that would maximize their overall wealth while minimizing tax exposure.

Learn more about Penny Leckie

2012 NEWSLETTER

To our valued clients, we would like to share a message from the Founder and President, Penny Leckie.  

Download the 2012 Newsletter

 

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