Jagteshwar Brar is a seasoned Tax and Estate Planning Consultant at JAGTESHWAR BRAR PROFESSIONAL CORPORATION, where he leverages his extensive expertise in accounting and financial management to provide clients with comprehensive solutions tailored to their unique needs. With a focus on integrated tax strategies, Jagteshwar...
Jagteshwar Brar is a seasoned Tax and Estate Planning Consultant at JAGTESHWAR BRAR PROFESSIONAL CORPORATION, where he leverages his extensive expertise in accounting and financial management to provide clients with comprehensive solutions tailored to their unique needs. With a focus on integrated tax strategies, Jagteshwar specializes in developing robust succession plans for business owners and effective estate plans for individuals looking to transfer personal wealth. His proactive approach ensures that clients and their families are well-prepared well in advance of any transitions, minimizing tax liabilities and maximizing the value of their assets.
Jagteshwar’s current projects include conducting thorough GST/HST and WSIB audits, which not only help clients remain compliant but also identify potential savings and efficiencies. His deep understanding of investment vehicles such as RRSPs, RESPs, and TFSAs allows him to craft personalized investment strategies that align with clients’ long-term financial goals. Additionally, Jagteshwar integrates tax considerations with insurance products, including life, critical illness, and disability insurance, ensuring that clients have a holistic view of their financial landscape.
His skill set encompasses a wide range of financial disciplines, including budgeting, forecasting, financial analysis, and business planning. This diverse expertise enables him to provide insightful management consulting and business process improvement recommendations that drive growth and sustainability. By combining technical knowledge with a client-centric approach, Jagteshwar Brar is committed to facilitating smooth transitions for businesses and families, ensuring that their legacies are preserved and enhanced for future generations.
