Tax Preparation
Tax preparation is the preparation of personal tax returns as required by CRA (Canadian Revenue Agency), prepared by accountants whose expertise focuses on personal tax issues. E-file and personal audit services are available
Financial Planning
We work hand in hand with Certified Financial Planners (CFP) to provide a high level, detailed financial plan based on our clients needs
RRSP Re-structuring
This service is a function of the financial planning where we assist our clients with the transition between financial institutions and their personal goals
Estate Planning & Taxation Requirements
During this process, we work in conjunction with a detailed financial plan that incorporates our relationships with financial institutions, CFPs, and the very best tax lawyers
Net-worth/ Adoption Reports
Due to high levels of financing, many financial institutions require independent net worth reports on each individual. Our office works in conjunction with our clients and these institutionsto provide the best report possible
Marital Valuation
In situations of marital breakdown, a valuation of assets is often required