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.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.