Our Services

At Vertefeuille Rempel, we go beyond traditional tax compliance and explore creative ways to help you achieve your specific business and tax planning goals.

Tax Planning & Preparation

While accurate tax filings are important, we are always considering whether we have minimized tax as much as possible in the process. This includes optimizing deductions and tax credits in the short term and reviewing how your company is set up in the longer term.

We make it a priority to stay up to date on complex tax regulations and legislative changes so we can provide accurate advice that minimizes tax, maximizes savings and helps you achieve your financial goals efficiently.

Planning:

  • Annual remuneration strategies

  • Amalgamations, windups, mergers and acquisitions

  • Reorganization of corporate structures

  • Shareholder buy-in or buy-out

  • Succession planning

  • Other tax minimization/deferral opportunities

Preparation:

  • Corporation tax (T2)

  • Personal tax (T1)

  • GST returns

  • Remuneration returns (T4/T5 returns for salary/dividends)

  • Partnership returns (T5013)

  • Subcontractor returns (T5018)

Trust & Estates

Did you know that Trusts can offer various tax and other benefits during an individual’s lifetime, as well as the next generation? While most people are familiar with trusts that occur as part of an estate with death, there are a number of other opportunities to minimize tax and maximize assets when implementing a Trust. This is truly the planning that always continues.

But how do you know when this is right for you? As we get to know and understand your family and your goals, this is a topic we will cover at various points in the business life cycle. We utilize our experience, while considering the tax legislation, to weigh the pros and cons for you specifically.

  • Income splitting between beneficiaries

  • Multiplying the Lifetime Capital Gains Exemption

  • Succession planning, often with an estate freeze

  • Transfer of assets at death

  • Qualified Disability Trusts

  • Estate and Trust return preparation (T3)

Financial Statements

Whether you are a new, growing or mature business, you will often have a requirement to provide financial statements to your partners, commercial lenders, mortgage brokers and other parties. Vertefeuille Rempel will ensure that these statements are professionally prepared to assist you in meeting those requirements.

  • Guidance regarding setup of business record keeping (i.e. accounting software, spreadsheets and other helpful tips and tricks)

  • Assistance with questions throughout the year

  • Compilation Financial Statements

  • Review Engagement Financial Statements and related services

  • Audit Engagement Financial Statements and related services

Business Advisory

The best part about working with clients for many years is understanding when you may need custom services to achieve your current goal. Advisory services are often identified as part of our ongoing work, when additional requests are made by third parties such as lenders, or when we catch up on the family updates.

Often this makes Vertefeuille Rempel the first point of communication for your holistic wealth strategy. We work together with your other professionals including investment and insurance advisors, lawyers and bankers to help you achieve your goal.

  • Cash flow projections

  • Retirement planning

  • Coordinate with investment advisors for tax efficient investment strategies

  • Analysis of life insurance proposals

“We are a unique type of business, one that few understand, so when we started working with Vertefeuille Rempel, what impressed us was how much effort they put into understanding what we do.

It’s very important to have an advisor who understands your business and can step in to help with critical decisions. Vertefeuille Rempel helps us weigh the pros and cons of every option.”

— Barbara McBride, Ocean Sales Ltd.