Every week, two experienced Canadian tax advisors sit down to decode the tax, estate, and business-strategy decisions that shape your life, your family, and your future. We also feature guest co-hosts from tax lawyers to valuators to other advisors to bring you deeper insight on the issues that matter most.
Whether you’re preparing your company for sale or planning a smooth family succession, Advisors Table gives you clarity, confidence, and control.
Advisors Table is a candid, story-driven podcast that pulls back the curtain on strategic tax and estate planning in Canada decisions that actually matter:
These are the conversations that usually happen behind closed doors, between accountants, tax advisors, lawyers, and families.
Now, you get a seat at that table.
Most founders don’t realize their biggest tax mistakes until it costs them millions. Advisors Table helps you avoid that..
This is Canada’s first tax-strategy podcast created for founders, because the biggest financial mistakes happen quietly and only show up when it’s too late.
If you’ve built something, a business, a portfolio, or a family legacy — this podcast helps you protect it.
Every lesson comes from real client scenarios, the kind where you’ll see yourself in.
We talk about families, conflict, fairness, fear, and the psychology behind big decisions.
You finish every episode with clear, actionable takeaways.
We use real Canadian rules; LCGE, holdcos, estate freezes, CRA processes, VDP, explained simply.
Sunny Jaggi is the voice behind Advisors Table — a CPA, CA, MTax, CFF, and one of Canada’s most trusted tax strategists for founders navigating high-stakes decisions.
As Tax Principal at Cedar Consulting Group, Sunny has helped entrepreneurs protect and transition what they’ve built through business sales, reorganizations, succession plans, estate strategies, and complex cross-border structures.
Sunny’s work goes beyond technical execution. He partners closely with accountants, lawyers, and advisory teams to deliver a cohesive, long-term tax strategy — the kind that holds up under scrutiny and shapes outcomes that can’t afford error. His approach blends clarity, discipline, and judgment, allowing founders and families to make permanent decisions with confidence.
On the podcast, he brings the same grounded insight his clients rely on behind closed doors.
If you’re a founder who wants to keep more of what you build and make better decisions along the way — Sunny is the advisor you want at your table.
On the podcast, he brings the same clarity his clients rely on. If you’re a founder who wants to keep more of what you build, Sunny is the advisor you want at your table.
Parveen has over 7 years of experience advising owner-managed and private companies on corporate reorganizations, estate and post-mortem planning, and long-term wealth strategies. A graduate of CPA Canada’s In-Depth Tax Program, she pairs strong technical expertise with a genuine dedication to making tax understandable. Parveen has a passion to translate complex rules into simple, practical guidance that helps clients feel informed, supported, and confident in their decisions.
At Cedar Consulting Group, Parveen works closely with entrepreneurs and families to design thoughtful, purposeful structures that build clarity and long-term value. She also teaches PD-accredited courses, driven by her belief that education is one of the most powerful tools in tax planning. Her mission is to empower people with knowledge – so they can protect what they’ve built, understand their path forward, and make choices with confidence.
Pull up a chair.
Join Canada’s advanced tax strategies podcast.
Build the future your family will thank you for.
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