Developed by experts. Made for you.

Co-Founder

Tarsem Basraon

Tarsem Basraon is a co-founder and an expert in tax and high net worth planning.  After practicing tax and estate law with a leading national law firm, he worked as a High Net Worth Planner at a Big 6 Bank in its investment advice channel. Tarsem has been featured on numerous media outlets including BNN, Toronto Star, MoneySense and CBC.

 

LL.B. – Western University, Faculty of Law

BBA – Wilfred Laurier University

James Fraser is a co-founder and a tax lawyer. He has authored various tax and legal publications and regularly speaks on current Canadian income tax issues. James has been invited to speak at the Law Society of Ontario, Ontario Bar Association, Ted Rogers School of Business and chambers of commerce.

 

J.D. – University of Toronto, Faculty of Law

Honours BA – Huron University College, Western University

Co-Founder

James A. Fraser

Co-Founder

James A. Fraser

James Fraser is a co-founder and a tax lawyer. He has authored various tax and legal publications and regularly speaks on current Canadian income tax issues. James has been invited to speak at the Law Society of Ontario, Ontario Bar Association, Ted Rogers School of Business and chambers of commerce.

 

J.D. – University of Toronto, Faculty of Law

Honours BA – Huron University College, Western University

Meet the tech team.

CTO

Hai Hoang

Engineer

Aman Virdy

Engineer

Joe Ying

Engineer

Michael Reyder

Elevate To
Trusted Advisor

Planworth provides tools for investment advisors, insurance advisors and professionals to deepen relationships with their clients, seize opportunities and grow their business.
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