Simplify the journey ahead
We understand that no two individuals are the same. Your needs are distinctive and unique, whether you’re a bright, fresh-thinking entrepreneur or have already built wealth through decades of hard work and success. We also know that the journey is long and that we may meet you at any given stage.
The relationships we have with our clients are the foundation of everything we do. We take a personalized approach with every client, striving to build a relationship and a personal and professional connection. This not only ensures we understand what is important to you beyond dollars and figures, but it is also what gives us the most pride in our work, and it is what makes us unique. We work with you to identify the strengths, dangers, and opportunities unique to your situation and do more than provide solutions: we help you understand them.
No matter where your interests lay or how complex your situation, Moodys Private Client offers solutions to simplify the journey ahead.
Moodys Tax Law
Cross-border personal and corporate tax law delivered by a team of Canadian and US lawyers. Our team designs tax strategies tailored to you and implement solutions that simplify the increasingly complex tax world for those with personal or business interests on either side of the Canada/US border, regardless of where you live in the world.
Moodys Private Client Accounting
Cross-border tax and accounting services delivered by a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. We listen, learn, and act on your behalf to ensure your personal or corporate financial situation is taken care of.
Moodys Private Client Law
A team of Canadian and US lawyers focused on business law, immigration law, and trust and estate law, from simple everyday personal legal requirements to complex corporate matters. We offer sophisticated, tailored solutions you can trust, backed by an exceptional client experience.
Moodys Tax+
Our premium service and the perfect tax resource for lawyers, accountants, financial advisors, and business professionals. Moodys Tax+ Members enjoy VIP benefits, including dedicated access to our team for tax assistance, priority registration to Moodys Private Client webinars, and the first look at exclusive content related to contemporary tax issues.
Meet Our Leaders
Personal Tax Planning
As your financial situation grows and evolves, so does the complexity of your tax situation.
Cross-Border Tax
Planning and strategy for Canadians and Americans living or working across the globe.
Corporate Governance
Essential for any business with multiple people sitting on their board of directors.
US Citizenship Renunciation
Is now the time to renounce your US citizenship? Make the right decision for you and your family.
Alexander Marino is quoted in an article titled “Trump bump: U.S. citizenship renunciation inquiries surge in Canada, lawyers say” on CBC News, January 28, 2025.
Alexander Marino is quoted in an article titled “‘Scary’: Why US expats are tossing their citizenships – and it’s not just Trump” in The Sydney Morning Herald, November 1, 2024
Kenneth Keung is quoted in the Investment Executive article titled “Quirk in capital gains tax rules raises risks for incorporated clients,” published on July 24, 2024.
Kenneth Keung is quoted in the Investment Executive article titled “How should trusts flow out capital gains to beneficiaries in 2024?”, July 5, 2024.
Kim G C Moody, Kenneth Keung, and Christopher Ellett are quoted in the Investment Executive article titled “When is the latest clients can sell assets prior to June 25?”, published on May 17, 2024.
Moodys Private Client Blog + News in Your Inbox
Never miss a major development that might impact your bottom line with the best of our blog sent direct.