Tax Planning 

Knowledge is the best investment

We have partnerships with a variety of income tax professionals whose goal is to make the process of filing your taxes as seamless as possible while maximizing your tax savings. Using the Omni Formula, our advisors create tax-saving strategies that play an important role in your holistic plan, and we’re able to compare and improve the tax-saving benefits year over year.

Are you ready for tax season?

Tax Planning
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In-house tax department

Leonard (1)
Leonard D. Park, CPA, CGA

Chartered Professional Accountant

Leonard (1)
Leonard D. Park, CPA, CGA

Chartered Professional Accountant

Brian Ikeda
Brian Ikeda, CFP®, EPC

Financial Services Tax Specialist

US taxes

Justin Remaklus, CPA

Justin Remaklus, CPA

Director of Tax & Consulting

Justin enjoys getting to know his clients and working closely with them to develop strategic plans that create the strongest path to success. His approach includes leveraging his professional network to connect clients with the right partners, helping them accomplish more.

Justin’s background includes cross-border planning, tax and business planning, M&A advisory, and estate planning, where he applies creative thinking to ensure clients achieve the best possible outcomes. He is passionate about building lasting client relationships and becoming an integrated part of their team.

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