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Personal & Corporate Financial Planning

Posted on February 21st, 2013 | 0 comments.
Personal & Corporate Financial Planning
Whether planning for retirement, education, purchasing a home, or any other financial planning needs, as a designated CFP, and through the Mutual Fund Dealer of Canfin Magellan Investments Inc., I can create a plan centred around your needs with the flexibility to adapt the plan as changes occur. Life and ...

Estate Planning, Distribution & Taxation

Posted on February 21st, 2013 | 0 comments.
Estate Planning, Distribution & Taxation
Efficient planning of estates involves a keen understanding of the tax consequences. Let me help construct a plan to reduce the tax consequences and maximize the value of the estate for your beneficiaries. Execution of a will and estate distribution is often an anxious time for those involved. While a lawyer ...

Incorporation and Dissolution of Businesses

Posted on February 21st, 2013 | 0 comments.
Incorporation and Dissolution of Businesses
There are benefits to incorporating with an accountant as opposed to a lawyer. An accountant can assist you with setting up HST & Payroll accounts, in addition to advising you on pertinent tax repercussions and available tax credits that your business may utilize such as Apprentice, Research & Development and ...

Consultation for Personal and Corporate taxes

Posted on February 21st, 2013 | 0 comments.
Consultation for Personal and Corporate taxes
Do you have questions or concerns about your taxes? I have filed over 5 thousand T1 returns in the short time that I’ve been an accountant and dealt with a wide array of issues. Book a consulting session at a time and place of your leisure and let my experience ...

The Guide to Purchasing or Selling a Property

Posted on October 3rd, 2012 | 0 comments.
The Guide to Purchasing or Selling a Property