Personal Tax Planning

Take control of your future financial destiny with JMH&CO. Our Personal Tax Planning service assists clients in making important investment and retirement plans, consistent with the lifestyle you desire. As personal and family circumstances change, you can trust in JMH&CO. to provide you with solid advice, ensuring you achieve your personal financial goals. We have many services available, including Donation Planning, Personal and Spousal Retirement Investing (RRSP, TSFA etc.), Capital Gains & Losses and Medical Expense Recovery.

Wills, Estates & Trusts

At JMH&CO., we realize the importance of ensuring your loved ones are protected. From reviewing your Will from a tax perspective, planning and implementing tax minimization or deferral strategies, to establishing Spousal and Family Trusts, JMH&CO. is your trusted advisor. If you have not created a Will, JMH&CO. industry partners can be made available to assist with its legal development.

Asset Protection

You have worked hard to build your Assets...now is the time to protect them. JMH&CO. makes sure that there is a practical segregation of your Assets and Liabilities, with strategies to protect both your personal and business Assets. JMH&CO. has a significant of amount of experience partnering with individuals and companies to keep their Assets secure and to plan for further acquisition or disbursement. Protect your Assets now with JMH&CO.