Tax Preparation & Planning

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We 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.

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Strategic Investing

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We’re here to find the best investment for you and your future. We take into account your risk preferences, return expectations and future goals.

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Estate Planning

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From the transfer of investments to your family members to which insurance best suits your needs, we’re here to help ease the process.

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Debt Management

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Most of us understand that we should try to reduce our debt (ie. pay off our mortgage) as we approach retirement

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Other Services

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Whether you need assistance with GST filings, bookkeeping, budgeting or insurance, we’re here to help.

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