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Great design

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Finest quality

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Optimal choice

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Co-Founder | CEO

Tarsem Basraon

Tarsem Basraon is a co-founder, Planworth’s CEO and an expert in tax and high net worth planning.  After practicing tax and estate law with a leading national law firm, he worked as a High Net Worth Planner at a Big 5 Bank in its investment advice channel. Tarsem has been featured on BNN, Toronto Start, MoneySense and CBC.

 

LL.B. – Western University

B.BA – Wilfred Laurier University

James Fraser is a co-founder, Planworth’s President and a tax lawyer. He is author of various tax and legal publications and a regular speaker on current Canadian income tax issues. James has been invited to speak at the Law Society of Ontario, Ontario Bar Association, Ted Rogers School of Business and chambers of commerce.

 

Juris Doctor (J.D.) – University of Toronto

Honours BA – Huron University College, Western University

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Co-Founder | President

James Fraser

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