FINANCIAL SERVICES

Beyond tax preparation,
we help you embrace a
world of opportunities
for managing
your money as a fee-for-service basis .

Are you asking the right questions?

Last Updated March 15, 2010


Allocate your income wisely

Asset management
Budgeting
Tax planning
Tax return preparation: corporate and personal
Trust return preparation

Make plans for your money

Financial strategies
Investments
Mortgages
RRSPs & pensions
RESPs

Manage your finances for the years ahead

Long-term investments
Retirement planning
Estate & trust planning

Create strategies for unexpected change

Employment transition
Job severance planning
Separation strategies
Divorce settlement strategies


Managing Charities and NFPs

Setup and administration of charities and not-for-profit
   organizations





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