Personal

We offer a full spectrum of services to assist you with your personal accounting needs.

Tax Returns

People turn to us for help with complex tax returns, to not only ensure they are complying with Canada Revenue Agency requirements, but to also look at ways of minimizing their final tax bill.

Personal Income Taxes

Trusts

Government Audit Representation

Non-resident Dispositions

Estate Planning

When it comes to estate planning, there are many questions to consider. We help our clients to develop a plan to optimize their financial picture during their living years and to plan accordingly to reduce the final tax liability once they have passed away.

Advisory Services

Retirement

Retirement is a big step in a person’s life and ensuring one has the proper funds in place for this eventuality can mean the difference between a cash-strapped, passive retirement and an adventure-filled, active retirement.

What will be your budget for living during retirement? Should you take your Canada Pension at age 60? Do you have enough savings to support your desired lifestyle? We assist clients by looking at their financial picture and developing a plan to allow them live the way they want during their golden years.

Matrimonial

People turn to us for help with complex tax returns. We assist clients with everything from declaring investment losses from a previous tax year, to assisting with non-resident returns and more.