Call us at +1 (437) 564 6200 or email at office@sgaglobe.com for 2024 YE tax filing.
Sumit Garg is a seasoned legal and financial professional, specializing in Corporate law, Tax law, Shareholders matters, Strategic Tax planning, Wills and Estate structuring, and business acquisitions. Sumit's diverse background as a lawyer in both Canada and India, a CPA in Canada and the U.S., and a Chartered Accountant (CA) in India allows him to offer a well-rounded perspective on business law, corporate taxation, and estate planning. His multi-jurisdictional expertise empowers clients with comprehensive legal and tax strategies, making him a trusted advisor in the field.
As a key and founder lawyer at Spear and Shield Law Professional Corporation, key and founder CPA at SGA CPA Professional Corporation, key and founder Chartered Accountant at SRGM & Co., founder and President of SGA Globe Inc., he focuses on Canadian income tax, Estate Freeze and Mergers & Acquisitions. His approach is rooted in delivering strategic, well-researched tax solutions tailored to clients' unique needs.
With extensive experience in tax and corporate restructuring, Sumit has handled complex engagements, including tax planning execution, corporate purification, Section 85 rollovers, estate freezes, and corporate governance documentation.
He is an active member of professional legal, tax and CPA organizations, including the Mississauga Young Committee of the Canadian Tax Foundation, Peel Lawyer Association, and Halton Lawyer Association.
Sristy Garg is a highly skilled Wealth Advisor with expertise in corporate insurance, estate planning, and financial strategies for high-net-worth clients. As a key advisor in the SGA Wealth division of SGA Globe Inc., she specializes in structuring corporate insurance solutions and estate freeze strategies to help businesses and individuals protect and optimize their wealth.
With a strong academic foundation, holding a Master’s degree in Commerce (M.Com) and professional licenses in LLQP (Life License Qualification Program) and RIBO (Registered Insurance Brokers of Ontario), Sristy brings a well-rounded perspective to financial and insurance planning. Her deep understanding of risk management and wealth preservation enables her to craft tailored strategies that align with her clients' long-term financial goals.
In addition to her financial expertise, Sristy also plays a crucial role in the legal field as a Law Clerk at Spear and Shield Law Professional Corporation. She provides valuable support in real estate transactions, family law matters, and corporate law cases, ensuring smooth legal processes and assisting clients with critical legal documentation.
Her combined experience in wealth advisory and legal support allows her to offer comprehensive insights into financial and legal planning, making her an invaluable asset to her clients. With a commitment to excellence and a client-centric approach, Sristy continues to empower individuals and businesses with strategic financial and legal solutions.
Harsh Mittal is holding dual credentials as a CPA (USA) and a Chartered Accountant (India), he brings extensive expertise in accounting and taxation for various U.S. and Canadian business entities. With significant international exposure and experience working with numerous multinational corporations, he has developed a deep understanding of global financial practices. His core specializations include auditing, financial reporting, and taxation, enabling him to provide strategic financial solutions and ensure regulatory compliance across diverse jurisdictions.
CA Shubham Goyal is a highly accomplished Chartered Accountant with over a decade of experience across diverse domains of finance, taxation, and auditing. He has extensive expertise in managing income tax cases, statutory audits, tax audits, management audits, as well as U.S. and Canadian accounting and taxation. His in-depth knowledge of tax planning and regulatory compliance has been instrumental in providing strategic advisory and representation for businesses across various industries.
Shubham’s core strength lies in his ability to ensure seamless tax implementation and compliance, helping businesses navigate complex financial regulations efficiently. As a mentor at SRGM, he has played a pivotal role in training and optimizing internal management processes. His rich corporate experience has contributed significantly to the effective management and operational efficiency of the organization.
Narinder Singh is a distinguished member of the Institute of Chartered Accountants of India and holds a Bachelor of Commerce degree from Punjab University, Chandigarh. With extensive expertise in both Indian and international accounting and taxation, he brings a deep understanding of financial regulations and compliance standards. His professional experience includes working with numerous multinational corporations, providing him with valuable international exposure. Narinder specializes in auditing, financial reporting, and taxation, offering strategic insights and solutions to enhance financial efficiency and regulatory compliance.
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+1-(437) 564 6200 or email at office@sgaglobe.com
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