Jonah Bidner is an innovative thinker, known for his strategic planning expertise. His knowledge of Canadian and international tax and estate planning, tax minimization strategies and corporate reorganizations positions him well to develop complex and unique wealth optimization solutions for high net worth clients across the industry spectrum. In addition to his tax expertise, Jonah is well versed in auditing and accounting for small and medium sized businesses, uniquely equipping him to create strategies that achieve both personal and professional end goals.
Steve Roth has been instrumental in developing sophisticated and effective tax planning and accounting solutions for high net worth individuals, and both domestic and foreign corporations for over 30 years. A noted taxation expert, he has authored extensively while lecturing and instructing for the Ontario Bar Association and CPA Canada. Steve specializes in Canadian and international tax and estate planning, corporate reorganization and tax minimization strategies. His high net worth clients value his ability to produce cutting-edge solutions that both preserve and enhance wealth for the benefit of future generations.
Allan Rutman has provided financing and refinancing advice using creative strategies for debt and equity leverage for more than 30 years. During that time, he has developed a reputation for creative solutions in solving structural problems in the growth of capital and investments that suit the unique needs of his clients. Allan is a CPA ,MBA. Throughout his accomplished career, he has become adept at developing bespoke financial solutions to meet the needs of complex, large scale, and legacy wealth scenarios for ultra-high net worth individuals and families.
Over the course of more than 4 decades, Ronald Rutman has managed, enhanced, and optimized the wealth of clients in both public and private sectors. His prescience and innovative thinking have enabled him to create strategic planning solutions that stand the test of time. Throughout his career, he has specialized in the areas of real estate, distribution and investment analysis. His succession and estate plans have assisted with the successful financial future of a host of Canada’s elite families and ultra high net worth individuals. His business advice serves as a trusted resource, enabling his clients to capitalize on strategically executed and cautiously developed long-range strategy.