Personal Income Tax Preparation
This includes the preparation of T1 General returns, including sole proprietorships and partnerships as well as Rental Property Statements. Deceased returns and estate returns can also be done upon request. Our staff is efficient, friendly and qualified, and all our work is guaranteed.

Monthly Debt and Cash Flow Management
This includes taking a detailed look at the current structure of your monthly debt obligations. From there, we may be able to recommend ways to increase your monthly cash flow, therefore improving your family’s financial health.

Investment Counseling
Where do you put your money? How do you know that it’s working for you? What mix of investments is right for you? Our experts can help you choose investment products that match your investment needs, or we can provide a second opinion on your existing portfolio.

Investment Products Include:

Daily High Interest Savings Accounts
Guaranteed Investment Certificates
Mutual Funds
Segregated Funds
Labor Sponsored Investment Funds
Tax Free Savings Account

The above products are eligible for Investment Plans such as:

Life Insurance
If something were to happen to you, would your family be able to replace your income to keep up their standard of living? Are you paying for mortgage insurance at the bank whose benefit declines every time you make a mortgage payment? Planning on leaving money to your children without passing on a heavy tax burden? Our specialists can help you consider these issues before purchasing life insurance, or to review your existing policy.