A considered legal relationship supports confident decisions, whether you are managing a business, completing a transaction or planning for your family’s future.
Our business and private clients often have substantial responsibilities and competing priorities. The starting point is your immediate objective: what needs to be decided, who is involved and when advice is required.
An initial discussion helps establish whether the firm is suited to your needs. Before work begins, the scope of the engagement, responsibilities and anticipated costs should be understood. You may engage us for a single matter without a broader planning mandate.
Some decisions benefit from the perspectives of an accountant, financial adviser or other professional. Where appropriate and with your authorization, we coordinate legal advice with the advisers already involved in your affairs.
Family businesses and private clients may face changing ownership, responsibilities and family circumstances over time. We value enduring relationships while recognizing that each person’s interests, instructions and confidentiality must be considered independently.
Outline the nature of your matter, the parties involved and any deadlines. Please avoid sending confidential documents until we confirm that we can act for you. Our Uptown Waterloo office serves clients in the Region of Waterloo and elsewhere in Ontario.
Tell us about your priorities and timing. We will help you identify the appropriate next steps.
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