At MDP, Private Client Services is a boutique practice within our accounting firm. Our team has extensive experience serving business owners, high net-worth individuals, corporate shareholders, C-level executives, professionals, and people with complicated financial structures.
Private Client Services
Our Private Client Services practice is experienced in all areas of tax, compliance, estate, trust, gift, compensation, retirement, planning, charitable giving, and investments. We start by listening and understanding our clients, helping them to reach their unique goals and formulating strategic plans that are tailored to their specific objectives and needs.
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Corporate & Personal Holdings Integration
MDP provides an array of private client services to address the unique financial situations of our clients. We can help with:
- Income tax planning and consulting
- Estate, trust, and succession planning
- Investments and holdings
Our professionals are flexible and objective. At MDP, we ensure that the needs of our clients are met while collaborating with our clients’ other trusted advisors to ensure a complete solution. Our firm is recognized for providing high-quality, comprehensive private client services to individuals and their families across Southern Ontario.