External Links
- CRA: My Account
- Service Canada: My Account
- Financial Strategies
- Financial Dream Map
- 8 Secrets of the Truly Rich
We offer the following services to our clients:
Personal Tax Returns
Government Benefit Applications:
Canada Pension Plan
Old-Age Security
Employment Insurance
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Child Tax Benefits
Financial Strategies:
Life Insurance
Estate Planning
Business Planning
About Us
Not everyone knows what they are entitled to.
You can be left in the dark if you don't know what to ask for when you are planning your financial future. And sometimes, government employees simply don't know everything about how they can help you. We know what the government won't tell you... and we update our knowledge constantly. Using our services gives you more than just a cheque in the mail - we provide ongoing, year-round financial services and more.
Taxes don't end on April 30th!
We work throughout the year on your taxes and financial strategies. The table below explains how our tax year progresses.
| Oct. 1 - Feb. 15 | Getting Ready |
| Feb. 15 - Mar. 1 | Seniors |
| Mar. 1 - Apr. 30 | Workers - T4 Salary |
| May 1 - Jun. 15 | Self-employed |
| Jun. 15 - Sep. 30 | Audits, Adjustments, Back Taxes |