Individual Services
- Tax Planning/Individual Tax returns
- Tax Appeals & Representation of clients at Canada Customs and Revenue Agency
- Estate Planning
- Creditor Proofing using segregated funds & Offshore plans
- Estate Planning
- Investment Planning; RRSP & RESP, and mutual Funds
Business Services
- Tax Planning and Compliance (EFILE, Corporate & Trust Returns)
- Computerized Accounting and payroll services
- Preparation of Business plans & Business Research
- Registered and non-registered Investment plans
- Employee Group Benefit Plans & RRSP’s
- Partnership and Critical Illness Insurance
- Disability, Overhead & Individual Life Insurance