Dear Clients & Associates,

We are writing today to update you on the steps the Segal team is taking in response to the global spread of COVID-19 (Coronavirus). We are closely following this situation, in addition to monitoring communications from Toronto Public Health. While our offices remain open and accessible, we are limiting meetings, events and travel. Our primary objective is the safety and well-being of our team, clients, families and communities and we know our clients share that goal.

Fortunately, Segal is well equipped with the technology that will enable us to work virtually, to ensure our client work stays on schedule while still taking precautions.

Sharing and Collaborating
  • If you are not yet set-up on the NEW Segal ShareFile portal, we are in the midst of transitioning our clients to the new system and encourage you to embrace this secure method of sending, receiving and signing documents. As we work towards having all clients set up with individual portal access, please prepare to provide us with your documents, electronically, wherever possible. We will, of course, receive documents in-office for anyone unable to use this technology.
  • While we will still welcome our clients into our office, please note that we have the technology available for online meetings, if you so choose. Please do not hesitate to reach out to your Segal advisor if you wish to take advantage of this option.
We do anticipate an announcement from CRA on their response to COVID-19 and will keep you updated as we learn of any changes to deadlines or policies. However, we continue to plan for and work toward the current deadlines and appreciate our clients’ support in doing the same.

We are committed to maintaining the quality and timeliness of service that you expect from Segal. The safety of our clients and staff is our utmost priority, and we will do everything we can to adapt to the current situation while continuing to provide you with exceptional service.

We are all in this together – please do not hesitate to reach out to your Segal advisor if you have any questions or concerns.

Sincerely, Dan Natale
Managing Partner – Segal LLP