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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