CORPORATE WEALTH ADVISORY
WE HELP OPTIMIZE YOUR WEALTH
Advisory Services
Corporate Structure Review
A thorough review of your corporate structure to ensure it aligns with your overall financial and tax strategies, providing recommendations for optimizing entity arrangements as they pertain to your wealth management goals.
Scenario Modeling
I’ll use specialized financial modelling software to explore various scenarios, ensuring we plan for multiple possibilities tailored to your unique needs.
Draft Overview Meeting
After an initial analysis, we will meet to review the draft plan and make any necessary adjustments before finalization.
Our Analysis Process
Collaboration with Your Advisory Team
I’ll coordinate with your other advisors (e.g., accountants, attorneys) to ensure that your financial and legal strategies are fully integrated.
Tax Planner Feedback
As part of the initial fee, your plan will be reviewed by a tax planner to provide basic feedback, ensuring that the recommendations align with your tax strategy.
Final Report
You will receive a clear and actionable report with detailed recommendations, prioritized action steps, and suggested timelines.
Ongoing Review
We will schedule periodic reviews (typically annually) to ensure your plan evolves with your needs.
Institutional Risk Investing
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Team
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Sam Himyary is the Principal of Tactica Wealth Management, specializing in corporate wealth strategies for business owners and incorporated professionals. With around two decades of experience and a Certified Financial Planner (CFP®) designation, he focuses on corp tax-efficient planning, long-term growth, and strategic financial solutions. Sam’s background in engineering and finance gives him a unique edge in analyzing complex financial scenarios with clarity and precision.
Sam Himyary
CFP Principal
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Aziz graduated with distinction from Concordia University’s John Molson School of Business with a Bachelor of Commerce (Accountancy) in 2007, attained his Chartered Accountant (CPA, CA) designation in 2012 and completed his CICA In-depth tax courses in 2013. Aziz is also a Certified Financial Planner (CFP) – 2017 and a Trust & Estate Practitioner (TEP) – 2018. Prior to joining Cloud Ledger, Aziz worked at BMO Private Wealth as a director of tax and wealth planning for seven years, and prior to that worked in public accounting firms for over ten years in the areas of tax compliance and tax planning and taught at Carleton University’s Sprott School of Business, and CPA Ontario, tax courses for several years.
Aziz Nasher
Accounting Executive
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Sharron Mulvey is a seasoned professional with a strong foundation in finance, customer service, and innovative problem-solving. With years of experience in financial services and the hospitality industry, she has consistently delivered exceptional results by leveraging her expertise in revenue management, budgeting, and strategic planning.
Sharon Mulvey
Human relationships
Contact Us
Our advisory team wants to help you optimize your wealth today, feel free to get in touch