Our services
Tax
optimization
Tax Financial
speaker
Business Reorganization
Heritage
protection
Business Reorganization
Our team of experts is dedicated to helping taxpayers navigate the complexities of tax reorganization. Whether you are considering an asset rollover, liquidation, merger, or dividend distribution of any kind, we are here to support you at every step of the process.
We understand that every situation is unique, and we work closely with you to design tailored solutions that meet your specific needs. With our in-depth expertise and personalized approach, we help you optimize asset management and maximize tax benefits.
Entrust us with your reorganization projects and benefit from professional consultation to ensure a smooth and compliant transition. Contact us today to discuss your options!
Incorporations & Holding Strategies
Small Business Capital Gains Exonération
Asset Rollovers
Amalgamation & Liquidations
Fiscal Optimisation of your Business structure
Tax & Financial speaker
We can help your business. In short, we strive to deliver accurate and timely information to businesses & their employees. We will ensure that all your staff understands the most critical aspects of finance, financial services, and taxation. Yes, we aim to have happier, more informed, seasoned, and equipped employees through our financial planning and taxation workshops.
FINANCIAL PERFORMANCE
Are you feed-up with the ever-changing financial advisors at your local bank or credit union? It’s time for a change. We will ensure that you are equipped with the best information. Also, we’ll help you make better decisions with management fees, loans, mortgages, debts, and cash flow. Thanks to these decisions, your family will continue to prosper.
Lower, rock-bottom management fees
Mortgages & loans
Cash-flow analysis
Tax-efficient investment structures
Heritage protection
Are you paying outrageous monthly insurance premiums/payments? The insurance sold at banks, and credit unions are expensive and downright cheap. We will analyze your situation to see which insurance company is best for you and add you to a monthly/annual fee structure that best fits your budget.
Calculation of your estate net worth
Strategic discussions surrounding methods of protecting your heritage
Discussions of your testamentary bequests
Calculation of your unrealized tax related to your family patrimony and your matrimonial regime
Luc Dubé
“With my extended years of experience in tax/finance, I am entrusted with important mandates for my clients. I have the privilege of working with people for them to obtain the information and solutions necessary to optimize their quality of life. I pay attention to all the details provided to create an ideal partnership to help you navigate your economic life plans.”
Why choose Luc?
25+ years of experience
Expert in Tax Law and Finance
Masters in Tax Law (M.Tax)
Having worked in the financial sector for several years, Luc has acquired a solid understanding of economic issues and complex financial mechanisms. However, his desire to specialize further and respond to a deep vocation led him to undertake a career change in 2019. He then chose to return to university, enrolling in the tax program at the University of Sherbrooke.
This transition is a testament not only to his determination but also to his ability to adapt and develop continuously. Through his extensive studies in taxation, Luc has consolidated his theoretical knowledge while developing practical skills essential to excel in this ever-evolving field.
With this rigorous academic training, Luc founded his own tax consulting company in 2019. This initiative demonstrates his entrepreneurial spirit and his willingness to put his skills at the service of others. As an independent tax professional, he has been able to advise his clients effectively, guiding them through the complexities of the tax system and providing them with personalized and strategic solutions.
In addition to his technical skills, Luc has remarkable human qualities that make him a valuable collaborator. His ability to communicate clearly and concisely in writing and orally allows her to build strong relationships with his clients and colleagues. His keen sense of active listening and natural empathy will enable him to understand each person’s needs and respond appropriately.