Virtual On-Line
Tax, Accounting, and Finance
Made Easy!
Looking for more from your finances?
Tired of doing all the guesswork yourself?
If you are looking to grow, improve, or get the most out of your financial position, then you have come to the right place.
Looking for more from your finances?
Tired of doing all the guesswork yourself?
If you are looking to grow, improve, or get the most out of your financial position, then you have come to the right place.
welcome
I’m Tom.
For over 20 years, I’ve worked hard to improve people’s quality of life in their finances.
From a career in sales, I have gained valuable insight into the behavior of business and people, thus giving me an advantage in advocating your wealth position.
My experience, including my associates, means added assurance in delivering the best possible results for your situation.
welcome
I’m Tom.
For over 20 years, I’ve worked hard to improve people’s quality of life in their finances.
From a career in sales, I have gained valuable insight into the behavior of business and people, thus giving me an advantage in advocating your wealth position.
My experience, including my associates, means added assurance in delivering the best possible results for your situation.
where do you want to begin?
Taxes
We take an avid interest in your business. Our goal is to go beyond compliance measures and become a trusted advisor that shares in the success of your business growth.
In addition, we readily provide tax tips and planning strategies to reduce taxes owing.
Whether it’s Corporate or Personal, we specialize in working with small business owners.
We take an active interest in their business because we know they are typically limited in resources and more susceptible to changes in the marketplace.
Providing honest feedback, guidance, and planning opportunities are our objectives.
Although we do not judge why they are behind, we recognize the importance of working closely with them to capture every tax deduction possible.
Our experience shows that their position is usually not as bad as they think.
Another area of our specialization.
Executors and Executrice’s have a tremendous responsibility in administering a loved one’s estate, to which we realize that most have little to no experience.
Hence, we take the time to explain the process and collect all details carefully to make the correct recommendations.
Wealth
We aim to understand your investment objectives, whether for RRSP, TFSA, or Non-Registered accounts, so we can make the appropriate recommendations that match your risk tolerance and time horizon.
Our goal is to obtain the best return on investment possible and achieve tax efficiencies through planning.
Insurance plays a vital role in finances. Not only does it provide much-needed protection to cover areas of vulnerability, but it is also a powerful tool used for wealth creation strategies.
When we ask people how they envision their retirement, our experience shows most don’t have a clear picture or plan.
They, however, do know the importance of saving so they can live comfortably.
We recognize that retirement is more than just paying the bills. Therefore providing a framework to put all aspects of finance and lifestyle together is our competence.
Regardless of your situation, we can help identify areas and recommend changes to bring you closer to your goals.
Is a lack of attention from your current advisor making you feel orphaned?
Sometimes, having a second set of eyes can make a difference and set you on a renewed course.
We know people’s circumstances change over time, so we take the time to review your situation thoroughly to see if it aligns with your objectives.
Tax Filing Deadline
April 30 2019
Hurry, contact us today before time runs out.
Thank you for keeping us organized Tom!
Thank you for all that you do Tom!
Thank you Tom!