Our advanced tax planning service is designed to ensure that you are taking advantage of every available deduction and that your financial affairs are organized in the most tax-efficient manner. This service includes the preparation and electronic filing (E-FILE) of your personal tax return. Strategies may include tax-efficient investments, income splitting, the use of trusts and corporations and charitable giving.

We develop a personalised investment portfolio for you using a strategic asset allocation model based on your financial needs, time horizon, future expectations and tolerance for risk.

Financial seminars, financial consultations, investment advice, accounting and advisory services for professionals, entrepreneurs and small business owners.

Tax Planning with a Focus on Capital Preservation

Our advanced tax planning service is designed to ensure that you are taking advantage of every available deduction and that your financial affairs are organized in the most tax-efficient manner. This service includes the preparation and electronic filing (E-FILE) of your personal tax return. Strategies may include tax-efficient investments, income splitting, the use of trusts and corporations and charitable giving.

Investment Counselling and Management

We develop a personalised investment portfolio for you using a strategic asset allocation model based on your financial needs, time horizon, future expectations and tolerance for risk.

Financial Education and Services to Small Business

Financial seminars, financial consultations, investment advice, accounting and advisory services for professionals, entrepreneurs and small business owners.

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Am I On Track?

Ales is a great saver but his investment strategy borders on speculative.

MoneySense, Julie Cazzin
May 2014

"Thanks to his great saving habits, Eisner is unquestionably on track to achieve his goal", says Marc Lamontagne, a certified financial planner in Ottawa.

Full text: Am I On Track?

Tax Planning with a Focus on Capital Preservation

Investment Counselling and Management

Financial Education and Services to Small Business

Am I On Track?

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