Tax Preparation & Planning
Learn MoreWe complete a wide range of tax returns every year – everything from a basic tax return, to a sole proprietor with rental properties, we’re here to help.
Strategic Investing
Learn MoreWe’re here to find the best investment for you and your future. We take into account your risk preferences, return expectations and future goals.
Retirement Planning
Learn MoreA successful retirement plan requires a clear understanding of tax, inflation, investment risks and returns.
Estate Planning
Learn MoreFrom the transfer of investments to your family members to which insurance best suits your needs, we’re here to help ease the process.
Debt Management
Learn MoreMost of us understand that we should try to reduce our debt (ie. pay off our mortgage) as we approach retirement
Other Services
Learn MoreWhether you need assistance with GST filings, bookkeeping, budgeting or insurance, we’re here to help.