Most firms focus on investment products alone. At Plantax, we specialize in advanced tax planning and succession strategies for business owners and professionals—helping you keep more of what you’ve built and prepare for a smooth transfer of wealth.

Because timing matters. 76% of business owners plan to exit within 10 years, but only 9% have a formal plan. Without one, you could face higher taxes, legal delays, and unnecessary costs that reduce what your family or successors receive.

Yes—our work complements your accountant’s role. While accountants focus on reporting and compliance, we specialize in strategic planning to reduce taxes, minimize probate fees, and structure your succession plan in advance.

They uncover what the CRA won’t tell you—strategies like using a Capital Dividend Account, avoiding double taxation on death, and minimizing probate fees in BC. These insights give you a roadmap to discuss further in your free consultation.

You’ll be directed to a short introductory video where I explain these strategies in detail. From there, you can book a free strategy call with me to apply these insights to your specific situation.

No—your initial consultation is completely free and confidential. It’s simply an opportunity to see if advanced planning could save you significant money in taxes and estate costs.

Yes. I am fluent in both English and Mandarin Chinese, ensuring you can fully understand and feel confident in the planning process.

We typically work with business owners, incorporated professionals, and families. If you’re building wealth and want to protect more of it, you’ll benefit from our approach.