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

We work hand in hand with Certified Financial Planners (CFP) to provide a high level, detailed financial plan based on our clients needs

financial planning

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

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

net-worth/ adoption reports

In situations of marital breakdown, a valuation of assets is often required

marital valuation