The Wealth Clarity Session
One expert-led session. A personalized roadmap for your tax strategy, cash flow, and structure.
Clarity at your level.
If you're earning $500K or more and still unsure how much to pay yourself, how much tax to set aside, or whether your structure is actually working in your favor, it's time to stop guessing. This session is designed for high-performing founders, consultants, and globally mobile professionals who need clarity, not complexity. We take a deep look at your entire financial landscape and give you a clear, personalized action plan to move forward with confidence. You’ll walk away knowing exactly what’s working, what’s costing you, and what to shift for maximum impact. What’s Included: - A full structural review of your corporation(s), cash flow, and investments - Compensation and distribution analysis, including salary, dividends, shareholder loans, and passive income - Cross-border and residency risk assessment, with tax treaty insights if you earn, invest, or live internationally - A premium written memo with clear, prioritized recommendations tailored to your income, structure, and goals - A private 60-minute strategy session to walk through your results and next steps ✅ This Is: A high-level strategy diagnostic for earners at $500K+ A chance to evaluate your financial architecture without ongoing commitment A confidential, expert-led session with tailored recommendations Ideal for individuals navigating complex income, corporate, or cross-border realities ❌ This Is Not: Ongoing advisory or implementation Tax return filing or compliance A fit for early-stage earners or simple returns Cookie-cutter advice. Everything is custom, confidential, and designed for your life Fee: $5,000 CAD (plus applicable tax) Includes full pre-work review, detailed analysis, custom memo, and a private strategy session. You’ve built real income and real complexity. You deserve more than generic advice. This is the smartest, most efficient way to take control of your financial structure and start making decisions like a CEO. Book the session. Get the clarity. Lead with intention.
Engagement Terms
Engagement of Nicole Madaisky CPA Inc. (the "Company") You agree to engage the Company, and the Company agrees to be so engaged, as an independent contractor for the limited purpose of delivering the Financial Clarity Session, which includes a one-time strategic tax roadmap (the "Services"). As part of the Services, the Company will provide you with the following: A review of your submitted information and current structure A 60-minute 1:1 strategy session A summary of key insights and high-level recommendations Full payment of $5,000 (plus applicable taxes) is required at the time of booking to confirm your one-time strategy session. Upon booking, you will receive a welcome email within 24 hours with next steps, an intake form, and instructions for submitting any relevant documents. You acknowledge and agree that the Services do not include tax return preparation (personal or corporate), formal tax memoranda, corporate reorganizations and legal restructuring, bookkeeping, or administrative support services. Further, you acknowledge and agree that the Company is not being engaged to execute transactions or provide legal or investment advice. The Company's role in this one-time engagement is to provide strategic tax guidance tailored to your current circumstances. This strategic roadmap is based on the facts provided by you and the applicable tax laws, regulations, and treaty provisions in effect at the time of preparation. Tax laws are subject to change, and future legislative, regulatory, or administrative developments may impact the recommendations outlined. This engagement is advisory in nature and is intended to support informed decision-making. It does not constitute legal advice, nor does it guarantee any specific tax outcome or filing position. You are solely responsible for implementing any recommendations, and professional advice should be sought before taking action, particularly if your circumstances change or new complexities arise. No representations or warranties are made as to the future tax treatment of any structure, transaction, or position discussed in this engagement. Rescheduling & Cancellation Policy You may reschedule your session with at least 48 hours’ notice by emailing our team. Cancellations made before any work has commenced may be eligible for a partial refund, less a 15% administrative fee. Once intake documents have been submitted or review work has begun, the fee becomes non-refundable.
Contact Details
nicole@nicolemadaiskycpa.com