Meet Our Wealth Protection Specialists
At AssetHalo, our team comprises Canada’s leading experts in tax minimization, inheritance planning, and offshore asset protection. With decades of combined experience, we are dedicated to helping high-net-worth Canadians secure their financial legacy.
John Tremblay
Senior Tax Advisor
Specializes in advanced tax strategies and legal structures for affluent Canadians.
Sarah Leclerc
Estate Planning Consultant
Expert in multigenerational wealth transfer and probate avoidance strategies.
Sebastian Côté
Offshore Asset Protection Specialist
Focuses on global asset diversification and second citizenship solutions.
Our Specialized Services
We design legal tax strategies that reduce your liability while ensuring full compliance with Canadian regulations.
Our tailored estate planning solutions ensure seamless wealth transfer across generations with minimal taxation.
We help you secure your wealth globally through offshore trusts, second citizenships, and tax residency optimization.
Our Specialized Services
Frequently Asked Questions About Our Services
What services does AssetHalo provide?
We specialize in tax minimization, inheritance and estate planning, and offshore asset protection for high-net-worth Canadians.
How much do your services cost?
Our fees are tailored to the complexity of your financial situation and the scope of services required. Contact us for a personalized quote.
What types of cases do you typically handle?
We work with affluent individuals, families, and business owners to protect their wealth through advanced tax strategies, estate planning, and global asset diversification.
How do I start the consultation process?
You can schedule a confidential consultation directly through our website or contact us by phone or email. We’ll guide you every step of the way.
IT HAS BEEN PROVEN BY CLIENTS WHO ARE SATISFIED WITH OUR SERVICE
At AssetHalo, we take pride in delivering exceptional results for our clients. Here’s what some of them have to say about working with us.
AssetHalo helped me create a comprehensive estate plan that ensured my children would inherit my wealth without facing excessive taxes or legal complications. Their team explained everything clearly and handled the process with utmost professionalism.
Thanks to AssetHalo, I now have peace of mind knowing my offshore investments are secure and compliant. Their expertise in global asset protection is unmatched, and they guided me through every step with transparency and care.
I was worried about how my estate would be handled after my passing. AssetHalo set up a trust that not only protects my assets but ensures my grandchildren will benefit from them for years to come. I’m incredibly grateful for their expertise.
AssetHalo’s guidance on second citizenship options has opened new opportunities for me and my family. Their understanding of offshore planning is remarkable, and I highly recommend their services to anyone seeking international wealth solutions.
The fear of losing my hard-earned wealth to taxes and legal fees weighed heavily on me. AssetHalo crafted a bespoke estate plan that eliminated those concerns and gave me confidence in my financial future. Their service is truly world-class.
The team at AssetHalo designed a tax strategy that saved me thousands annually. Their knowledge of Canadian tax law is exceptional, and their personalized approach made the process seamless.
Secure Your Financial Legacy Today
At AssetHalo, we specialize in delivering tailored solutions for tax minimization, inheritance planning, and offshore asset protection. Contact us today to discuss how we can help secure your assets and preserve your legacy for generations to come.
