Satisfied Clients
SGA Globe is a multidisciplinary professional services firm providing Legal, Tax, Wealth planning, Accounting, Auditing, Compliance, Consulting, Fractional CFO, and Fractional General Counsel services under one roof. Established in 2007, the firm was created to serve clients whose financial, legal, and tax matters require coordinated advice rather than fragmented solutions.
With operations spanning Canada, the United States, and India, SGA Globe advises high-net-worth individuals, families, entrepreneurs, and closely held businesses with domestic and cross-border interests. Our professionals work collaboratively across disciplines so that Legal, Tax, Wealth Planning, Accounting, Auditing, Compliance, Consulting, and ongoing strategic finance and legal oversight through fractional leadership roles are aligned from the outset and remain consistent over time.
Read MoreAccounting, Tax, Legal, and Wealth Services Working Together.
Business, Corporate, Tax, Civil, Family, Wills, Trust, and Estate-related legal services are delivered within an integrated advisory framework. Legal advice is aligned with tax, accounting, and wealth planning to reduce risk and ensure consistency.
Accounting and assurance services, including compilation, review, audit, and advisory engagements. Financial reporting and compliance are coordinated with tax and legal planning for complex structures.
Domestic and international tax planning, compliance, and dispute support for individuals and businesses. Services are designed to be technically sound and defensible under regulatory review.
Focused tax dispute resolution covering CRA Audits, Appeals, Tax Court, Federal Court matters, and Voluntary disclosures. Disputes are managed with full integration across tax and accounting records.
Estate, Tax, Wealth, Insurance, and Succession planning for high-net-worth individuals and families. Strategies are structured in coordination with tax and legal professionals for long-term sustainability.
U.S. Personal and Corporate Tax advisory and compliance through U.S. licensed CPA professionals. Coordinated Canada–U.S. and India–U.S. planning without engaging multiple firms.
Integrated Legal, Tax, Wealth planning, Accounting, Auditing, Compliance, Consulting, and Fractional CFO and Fractional General Counsel Services Designed for Complex Private Structures and Long-Term Management.
SGA Globe is structured to serve the needs of high-net-worth individuals, families, and closely held enterprises with complex financial, legal, and cross-border considerations. Our integrated platform brings together accounting, tax, legal, and wealth advisory professionals who work collaboratively on each mandate. This structure ensures that planning decisions are coordinated at the outset, rather than corrected after the fact, reducing execution risk and unintended tax or legal consequences.
Our team includes Canadian CPAs, Tax Specialists, Lawyers, Wealth Advisors, and U.S. CPA professionals with extensive experience advising high-net-worth families, business owners, and multi-jurisdictional clients. Many team members hold advanced credentials, including CPA Canada’s In-Depth Tax Program and TEP (Trust and Estate Practitioner) designations, and are active members of leading professional organizations across tax, legal, and estate planning disciplines. This depth of expertise supports disciplined analysis, careful structuring, and advice that stands up to regulatory, judicial, and beneficiary scrutiny.
For families with international ties, SGA Globe offers dedicated Canada–U.S., India–U.S. and Canada-U.S.-Dubai-India cross-border advice delivered through in-house professionals. Tax, legal, and wealth planning are coordinated across jurisdictions to address residency, succession, asset protection, and ongoing compliance in a consistent framework. The result is advice designed for long-term management of wealth, continuity across generations, and informed decision-making at every stage of wealth ownership.
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Read MoreWe proudly partner with reputable industry associations and global tax networks, delivering best-in-class expertise with every consultation.