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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TFSAs: The New Way to Invest Even More

The TFSA has come of age and is revolutionizing the way Canadians build their wealth.

MoneySense, Dan Bartolotti and Julie Cazzin
September/October 2015

"Any investment offering steady returns is not a bad option - except for U.S. dividend -paying stocks" which are better held in a RRSP says Certified Financial Planner, Vickie Campbell.

Full text: The New Way to Invest Even More

Tax Planning with a Focus on Capital Preservation

Investment Counselling and Management

Financial Education and Services to Small Business

TFSAs: The New Way to Invest Even More

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