Our Team

Adam Hoffman

Photo of Adam Hoffman

My desire to help entrepreneurial families has shaped my professional development, from my tax expertise to my charitable work, including a focus on trust advisory and administration.

I have helped many families start new or growing businesses and often assist in their ongoing business affairs.  

I have experience in all areas of Canadian tax law, with particular emphasis on business reorganizations and asset protection. I am also an officer of a startup technology company and sit on the Board of Trustees of several private family trusts.


  • University of Western Ontario, 2006, Bachelor of Laws
  • Richard Ivey School of Business, 2006, Bachelor of Arts, Honors Business Administration

Call to the Bar

  • 2007, Law Society of Alberta

Representative Work

  • Amongst other tax planning engagements, I have advised clients on their estate planning needs, completed corporate reorganizations in order to maximize tax efficiency, and represented charities in obtaining and maintaining their charitable registration status.
  • Designed and executed a $225M services company sale transaction.
  • Acted as Blind Trustee for a former member of Parliament.
  • Designed and executed a complex cross-border mining joint venture structure.
  • Completed a $280M private trust twenty-one year deemed disposition exit strategy.

Memberships and Affiliations

  • Member, Canadian Bar Association
  • Member, Calgary Bar Association
  • Member, Law Society of Alberta
  • Member, International Fiscal Association
  • Member, Canadian Tax Foundation


  • How to Select a Good Accountant
  • Tax Planning and Tax Risk
  • CRA’s Prescribed Interest Rate Expected to Rise in Q4