Tax planning forms part of our services. Change is the only constant when it comes to the income tax system. Our service includes keeping you up to date with respect to tax changes and interpretation of new legislation, so you don’t have to.

We offer tax planning services to help clients reduce their tax bill. Strategies may include tax-efficient investments, income splitting, the use of trusts and corporations, and charitable giving.

You can choose from several different services depending on your individual circumstances.

  1. Tax Planning — personal tax planning
  2. Tax Preparation — personal, corporate, GST, trust, and estate tax return preparation
  3. Accounting and Business Advisory Services — accounting and advisory services for professionals, entrepreneurs and small business owners.

Financial Planning Seminars November 2017

Register For Seminar

Our firm will be providing a series of planning seminars throughout the month of November. We will be discussing retirement planning as well as the complexities of family estate planning and how you can prepare yourself and your family to address these important financial subjects.

Contact

Schedule an Initial Consultation

Phone: (613) 596-3353
1565 Carling Avenue, Suite 602
Ottawa, Ontario, Canada K1Z 8R1

We have been providing financial services to Ottawa Professionals, Small Business Owners and Families since 1994. Give us a call today to discuss your financial objectives. We'd love to hear from you!