Tax Preparation Services

Income tax is an extremely important component in financial planning and will influence your portfolio construction.

We prepare personal income tax returns for individual Canadian clients, estates, and trusts at a very competitive price. This service is available to investment clients only.

Whether you have a tax advisor in place, or choose to handle your return personally, our reporting is tailored to support whatever path you choose.

Our priority is to ensure your portfolio and planning are as tax efficient as possible while limiting the time required by you or your advisor to comply each year. The result – improved long term wealth creation and a more efficient transfer to the next generation.