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Tax advisor referrals?

prash42

Hero Member
Jun 1, 2014
291
176
Does anybody have recommendations for a tax advisor? I do NOT need help with filing tax returns or T-1135 (been doing that for 3 years) or standard TFSA/RRSP planning. Looking for intelligent and thoughtful tax planning advise on capital gains / recurring investment income on a global portfolio. Also suitable income splitting with spouse, setting up a family trust, etc. Find myself in an odd middle ground, where I'm too small for big 4, but have sufficiently complex tax planning needs that the advisors I've interviewed fall short on expertise.