Increase your financial literacy.
Feel more confident about the future.
A collaborative, working partnership for individuals and business owners who are serious about increasing their wealth position.
Take advantage of opportunities through advance planning
Gain perspective on investments
Work to increase net worth
Reduce the chance of setbacks that result from making bad decisions
Maintain peace of mind and self assurance
Increase your financial literacy.
Feel more confident about the future.
A collaborative, working partnership for individuals and business owners who are serious about increasing their wealth position.
Take advantage of opportunities through advance planning
Gain perspective on investments
Work to increase net worth
Reduce the chance of setbacks that result from making bad decisions
Maintain peace of mind and self assurance
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.
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 encourage investment as it shows foresight and planning.
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.
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.
Not sure of the direction your financial path is taking?
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.
Am I right for you?
You recognize the need to be better financially, but don't know how or where to start.
You are looking for a collaborative, consultatitive approach to your finances.
You have some wealth and are interested in strategies on how to grow and protect it.
You have started or are thinking of starting a business.
You dont know your options or where you stand concerning retirement.
Your not achieving the results you want and would like a second opinion.
Here is what you can expect from me:
Free initial consultation.
A thorough review and assessment of your situation.
Your information handled in a professional, private, and secure manner.
A complimentary review of the previous years tax filing.
A relaxed non-judgemental atmosphere.
Honest feedback.
Representation with the CRA for reviews, audits and inquiries.
Year round support and consultation.
Am I right for you?
You recognize the need to be better financially, but don't know how or where to start.
You are looking for a collaborative, consultatitive approach to your finances.
You have some wealth and are interested in strategies on how to grow and protect it.
You have started or are thinking of starting a business.
You dont know your options or where you stand concerning retirement.
Your not achieving the results you want and would like a second opinion.
Here is what you can expect from me:
Free initial consultation.
A thorough review and assessment of your situation.
Your information handled in a professional, private, and secure manner.
A complimentary review of the previous years tax filing.
A relaxed non-judgemental atmosphere.
Honest feedback.
Representation with the CRA for reviews, audits and inquiries.
Year round support and consultation.
Frequently Asked Questions
Cloud, in simple, is the internet. Instead of accessing a software program on your desktop, you would log into your browser to run the applications. An example would be logging into your bank account.
Companies like Microsoft or Google spend a lot of money on server infrastructure so people can store their data in a secure encrypted manner. However, other considerations include servers warehoused in locations where workers don’t have access and redundancy provisions in the event of power outages or hardware failure.
No. Email is not secure and should never be used for sending personal, sensitive information. There is no encryption to email, and it travels through many server location points, making it more vulnerable to security threats.
For consideration, look at the practice of the banks. They will send notifications by email but not statements.
We provide a service at no cost to the client called “e-courier.” Using e-courier is easy and allows you to send your documents to us in a safe, encrypted manner.
Absolutely! We will work with you. You are welcome to meet us at our office. Also, you may be more technically capable than you think to which we can coach and walk you through some steps.
Find someone qualified you can trust who has your best interest. They should not only be sensitive and understanding of your needs but agressive in looking for areas of savings and improvement.
Receiving tax slips after filing can happen and should not be ignored.
It is best to contact the preparer who did the work to determine if an adjustment needs to be made.
Audit requests are not uncommon from the CRA, and they are always time-sensitive. So it is best to respond quickly.
Audits are nothing more than providing support for a deduction claimed.
If we have done the preparation, please contact us as we usually take care of it. If not, depending on its complexity and the taxpayer’s experience it might be best to get a tax professional involved.
We take the information entrusted to us seriously and strive to guard it in the most confidential manner possible.
Our practice is to create a soft file on each client specific to the business contracted and return all hard copy documentation to the client upon completion.
A virtual remote process is a way to exchange documents between the client and tax preparer using computer and internet apps without traveling or having physical interaction.
Granting authorization allows the tax preparer access to tax slip information and filing history so they can prepare your returns with the highest accuracy.
Authorization also allows the preparer to discuss any concerns with a CRA agent and make adjustments if needed.
Authorizing a representative on your CRA account can be done two ways:
- You can sign into “My Account” or “My Business Account” on the CRA site and add me as a representative.
- We can prepare an authorization form for signature and submit it online to the CRA.
