Thank You for Your Request
Your 2026 Readiness Assessment request has been received.
What Happens Next
- Confirmation Email: You'll receive an email confirmation within the next few minutes with next steps.
- Calendar Invite: We'll send you a calendar link to schedule your assessment call at a time that works for you.
- Preparation Checklist: You'll receive a brief checklist of documents to have ready (T2 return, investment statements, etc.).
- Assessment Call: During our call, we'll review your situation and answer your questions.
- Written Summary: Within 3-5 business days after the call, you'll receive a written assessment summary.
To Prepare for Your Assessment
While you wait for our call, you can gather:
- Your most recent corporate T2 tax return
- Current investment account statements
- Any questions about the 2026 tax changes
- Information about your corporate structure (HoldCo/OpCo setup)
Don't worry if you don't have everything ready. We can work with what you have and help you gather additional information during the call.
Questions?
If you have any questions before our call, feel free to reach out:
Email: [email protected]
Phone: (514) 575-6123