Unparalleled Advisory services for Real Estate Purchase with a focus on improving clients’ success.

About MoonStone Investment

MoonStone Investments provides Advisory services in the following areas:

  1. Assisting our clients in real estate purchases.

  2. Assisting with Financing the purchase.

  3. Assisting clients with tax implications on whether to hold the property as an individual, family, Corporation, or Trusts to not only minimize the tax exposure and also estate planning

  4. Property Management Services – for collecting rents

Instead of utilizing the one-size-fits-all approach, we use a results-oriented, process-driven methodology to craft each assignment to the specific requirements of our client. We provide a unique alternative to other advisory options.

WHAT MAKES US UNIQUE?

  1. We understand current tax challenges and the need to close the gap between strategy and execution. Our approach looks at your Investment purchase from various perspectives including your current tax situation  We are not consultants but rather members of your team sharing the same objective and goals.

  2. Unique combination of deep strategic insight and tactical “get-it-done” mentality, coupled with exceptionally strong technology expertise and business and financial acumen.

  3. Extreme depth and breadth in a wide range of taxation matters, resulting from over 20 years of experience.

BIOGRAPHY

We have over 20 years of experience as a senior financial and operational executive with companies in North America.

In addition, we have over  10 years of experience in assisting investment clients and Corporations with their tax strategies.