Service & Solutions

Tax Reporting

One of the most confusing and frustrating parts of owning and managing a business is the tax preparation process. We have strong relationships with some of Calgary’s best tax professionals that have intimate knowledge of the intricacies of Canada’s tax system, which parts apply to you, and how you can strategically offset your tax burdens. Offering helpful advice and hassle-free tax reporting services for your company, MLD Wealth Management provides comprehensive and efficient tax reporting for high grossing businesses.

Gain/Loss Summaries

When you manage your taxes with MLD Wealth Management you’ll receive clear, in-depth gain/loss summaries. Clear gain/loss summaries and reports are essential to fully understanding and improving your wealth management plan for yourself or your business. We break our gain/loss reports down into easy-to-understand, clearly defined sections so you can identify exactly where your financial strategy is succeeding, and where it needs revision.

Accounting Liaison Service

MLD Wealth Management offers top-of-the-line intermediary services. With your business’ unique needs in mind, we’ll pair you with the perfect accountant or firm to help grow and maintain your business. These external, highly-trained accounting associates understand the fine points of clear, efficient tax reporting. Fostering teamwork and collaborative improvement between our associates and your business’s accounting team, we’ll work to ensure you’re matched with professionals that intimately understand your business’s accounting needs.

Estate Optimization

Over the course of your life you’ll work hard to accrue wealth which in turn will benefit your successors. We can help make your estate a legacy and set your next generation up for success. From complex estate planning to structuring your estate’s distribution strategy, MLD Wealth Management will help make what at first seems complex, simple. We’ll help you design an all-inclusive financial plan that takes into consideration the many facets of your wealth distribution needs.

Trust & Holdco Review

MLD Wealth Management offers a wide selection of trust and holding company investment instruments to protect your assets and facilitate their transferral to your beneficiaries. Tailored to the specific long-term estate and wealth distribution goals you have in mind, we’ll provide you with the right approach to fit your needs. The transfer of wealth through these instruments benefit from certain advantages such as deferred personal tax and, in the case of a holding company, the possibility of tax-free wealth flow from the operating company. Contact one of our accounting specialists today to learn how these powerful tools can protect your wealth for later generations.