Business Details
44 Years
experience
Expert Accounting and Advisory Services in Oakville
Established in 1982, Henderson Partners LLP has built a reputation as a trusted firm of chartered professional accountants and advisors. Our focus on serving entrepreneurial individuals, privately held companies, family-owned businesses, and high-net-worth clients reflects our commitment to personalized service. We prioritize seamless integration across practice areas to deliver efficiencies, foster trust, and position ourselves as the first point of contact for clients navigating business opportunities or challenges.Our team emphasizes expertise, professionalism, and accountability while maintaining a culture of innovation, collaboration, and community engagement. With decades of collective experience, we specialize in strategic financial planning, tax compliance, and wealth management tailored to the unique needs of owner-managed businesses and individuals.
Services
Tax Planning
Financial Advisory
Wealth Management
Cross-Border Compliance
Estate Planning
Mergers & Acquisitions
Family Office Services
Corporate Finance
Audit & Assurance
Retirement Planning
Details
- Year established: 1982
Highlights and features
- We provide seamless, integrated services across accounting, tax, and financial planning.
- Our team holds specialized certifications including CPA, CFP, and TEP designations.
- We focus on long-term client relationships with tailored solutions for complex needs.
- Our cross-border tax expertise addresses U.S. and Canadian compliance requirements.
- We combine technical excellence with proactive wealth management strategies.
What people say
Trusted relationship
Instrumental in business growth
Outstanding service
Proactive financial guidance
Expertise in cross-border tax
Services
Tax Planning
Our tax planning services optimize compliance while minimizing liabilities for individuals and businesses. We specialize in cross-border tax compliance, estate planning, and corporate restructuring. With expertise in both Canadian and U.S. tax regimes, we deliver strategic solutions tailored to complex financial situations.
Wealth Management
We provide integrated wealth management covering investment strategy, estate administration, and philanthropic planning. Our team coordinates with external advisors to ensure cohesive financial stewardship for high-net-worth families and business owners seeking long-term wealth preservation.
Family Office Services
Acting as a chief financial advisor, we manage multi-generational wealth through tax planning, investment oversight, and family governance frameworks. Our services coordinate with external legal and financial professionals to implement unified strategies for business-owning families.
Mergers & Acquisitions
We guide clients through acquisition, divestiture, and succession processes with due diligence, valuation, and tax-efficient structuring. Our advisory team helps entrepreneurs maximize value while mitigating risks during ownership transitions.
Cross-Border Compliance
Specializing in U.S.-Canada tax matters, we handle personal and corporate filings, estate tax planning, and compliance for individuals and businesses with cross-border assets or operations, ensuring adherence to complex regulatory requirements.
People
Christie Henderson
Managing Partner/CEO
With over 30 years of experience, Christie Henderson leads Henderson Partners as Managing Partner/CEO. Her expertise spans strategic financial planning, mergers and acquisitions, and cross-border tax compliance. She holds multiple designations including FCPA, FCA, and CFP.
George Carras
Partner - Canadian Tax Services
As a Partner specializing in Canadian Tax Services, George Carras provides strategic tax planning and compliance solutions. He holds a CPA, CA designation and focuses on helping businesses and individuals navigate complex tax requirements.
Questions
What accounting services do you offer for businesses?
We provide strategic advisory, tax planning, financial reporting, business valuations, and merger/acquisition support tailored to owner-managed businesses.
How do you handle cross-border tax compliance?
Our specialists manage U.S. and Canadian tax filings, estate planning, and structuring for individuals and corporations with cross-border interests.
What family office services are available?
We offer comprehensive wealth management including tax strategy, investment oversight, estate planning, and multi-generational wealth transfer solutions.
Do you assist with personal financial planning?
Yes, we provide retirement planning, insurance analysis, investment reviews, and estate administration services for individuals and families.
How do you support business succession planning?
We develop customized succession strategies, including ownership transfers, tax-efficient structures, and leadership transition frameworks.
