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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.
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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.
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Retirement Planning
Learn MoreA successful retirement plan requires a clear understanding of tax, inflation, investment risks and returns.
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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.
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Debt Management
Learn MoreMost 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
Learn MoreWhether you need assistance with GST filings, bookkeeping, budgeting or insurance, we’re here to help.