Vice President, Tax (Toronto)

Position Overview

Provides wealth planning services, specifically Canadian tax and Cross Border (U.S.) tax guidance to Investment Advisors (IAs) and their high-net-worth and ultra-high net-worth clients. This includes face‑to‑face meetings with IAs and their clients, presentations to groups of clients and Centers of Influence. Duties and Responsibilities

Provide financial, retirement, tax, estate and succession planning and similar wealth planning related services to the high net-worth and ultra-high net-worth clients of our IAs Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required Meet with clients and IAs on wealth planning matters, especially tax matters Lead seminars and presentations on Tax & Estate Planning Services for IAs, clients, prospective clients and Centers of Influence Provide direction and coordinate the implementation of wealth planning strategies, including meeting with clients’ professional advisors ...