Cedar Group was founded to solve a problem — business owners navigating complex transactions had to coordinate between separate tax, legal, and valuation advisors. Context was lost at every handoff. The most expensive mistakes happened at the seams.
Cedar Group exists because the most important decisions a business owner makes — selling a company, freezing an estate, defending a CRA audit, restructuring a corporate group — require tax, legal, and valuation expertise working together. Not in sequence. Together.
Most advisory firms handle one discipline. When you need the others, they refer you out. Your tax advisor sends you to a lawyer. Your lawyer sends you to a valuator. Each one sees a piece of the picture. None of them see the whole thing.
We built Cedar Group to eliminate that gap. Sunny Jaggi leads the tax practice. Hasan Naqvi leads the legal practice. Vabby Makkar leads the valuation practice. Sandy Saini leads the US and cross-border tax practice. We work from the same office in Oakville and sit at the same table — so when your file needs input from more than one discipline, the conversation happens in real time.
We are a boutique firm by design. We do not do everything. We do complex advisory — corporate reorganizations, estate freezes, M&A structuring, CRA audit defence, cross-border planning, and succession work. The engagements where the structure matters as much as the numbers. We take fewer clients so we can go deeper. Our clients are across Canada and the US.
In 2025, Sunny Jaggi launched The Advisors Table Podcast — a weekly show breaking down the tax strategies, CRA developments, and planning decisions that matter most to Canadian business owners. It has grown to over 10,000 subscribers, with new episodes every week.
Sixty years of combined experience across four disciplines. One firm. One table.
Cedar Group's tax, legal, and valuation practices operate through separate professional corporations — as required by their respective regulatory bodies. What makes Cedar Group different is not a shared database. It is a shared office, a shared philosophy, and the ability to walk down the hall and ask the right question at the right time. When your file requires input from more than one discipline, we work together with your consent — coordinating strategy, reviewing each other's analysis, and delivering a cohesive plan. Your information is protected. Your advisors are aligned.
Canadian tax, US & cross-border, legal, and valuation under one roof. Not by referral. By practice. Your advisors share context because they share a firm.
We take fewer clients so we can go deeper. Every engagement gets the attention it deserves. We do not do volume work — we do complex advisory.
We do not use stock photos. We do not publish fake testimonials. We earn trust by delivering results and keeping confidence. That is the business we are in.
Cedar Group's tax practice.
Our tax practice structures every advisory engagement in two phases — by design, not by accident.
In Phase I, we learn about your business, your goals, and your current corporate structure. We review your financial statements, conduct the technical tax research, model the options, and present you with a clear written strategy — including a cost-benefit analysis that shows what each option costs and saves, in dollars. The Phase I deliverable is something you can read, question, and approve before any implementation begins. Phase I typically involves two working sessions and takes three to five weeks.
In Phase II, we implement the approved plan. This is where entities get incorporated, elections get filed, legal documents get drafted (in coordination with Hasan's legal team), and everything is documented for CRA compliance. Phase II fees are scoped and quoted separately based on what we learn in Phase I — so you are never asked to commit to implementation costs before you know the plan.
Why two phases? Because the most expensive mistake in tax advisory is implementing the wrong structure. Phase I gives you the clarity to make the right decision. And if the analysis shows that a reorganization is not worth the cost — if the tax savings do not justify the fees — you walk away with that knowledge and you have not paid for implementation you did not need.
Our legal and valuation practices follow their own engagement models, but the principle is the same: you understand the scope, the deliverable, and the cost before the work begins.
No. We work alongside your existing accountant and advisors. We handle the complex, high-stakes advisory work — reorganizations, estate planning, M&A, CRA disputes, cross-border — while your accountant continues with your day-to-day relationship.
Advisory is strategy and structuring — deciding how to reorganize, freeze an estate, or plan a sale. Compliance is the routine filing work: tax returns, bookkeeping, and remittances. Our Canadian tax practice is advisory only; we refer routine compliance out. Our US and cross-border practice covers both advisory and compliance.
Every engagement begins with a free 15-minute introductory call. In our tax practice, the next step is a Phase I engagement — a written strategy memo with a cost-benefit analysis you can read, question, and approve before any implementation begins. Phase II implementation is scoped and quoted separately, so you always know the cost before work starts.
No — that's the point of Cedar Group. Our tax, legal, and valuation practices work from one table, so when your file needs more than one discipline, the coordination happens in real time rather than through handoffs between separate firms.
We do not publish client names, and we never use fake testimonials or stock photos. Our case studies are real engagements, anonymized, with figures rounded or adjusted to protect confidentiality.
We're based in Oakville, Ontario, and work with business owners, founders, and families across Canada — and on both sides of the border for US and cross-border matters.
“The team is highly professional and very well coordinated. Sankalp is exceptionally strong in Canadian tax matters, and Hasan, the Legal Partner, has been a great source of support on legal and structuring — the coordination between tax and legal teams is seamless. Everything is handled under one roof.”