Assurance Services
- Opinions on Audited Financial Statements
- Opinions on Reviewed Financial Statements
Taxation
- Corporate Tax
- Personal Tax
- SR&ED Tax Credits
- HST
- Various payroll tax
Other
- Financial Statements
- Projections
- Bookkeeping
- Payroll
- Represent clients with tax disputes
- Break-even analysis
- Costing
- Maximizing your net worth
- Asset preservation planning
Finance and Financing
- Financial analysis
- Mortgage
- Financing from $ 100,000 to $ 5,000,000
- Credit counseling and budgeting
Financial and Estate Planning
- Preparation of Personal Financial plans
- Maintaining and updating personal financial plans periodically
- Retirement planning
- Advising on appropriate portfolios for RRSP, RESP, RIF
- Estate freezes
- Assistance with life insurance planning
- Trusts
- Minimizing probate fees
- Assistance with estate administration and passing of accounts
Facilitating in setting up Tax Deferred Plans
- Deferred Profit Sharing Plans
- Employee Stock Option Plans
- Executive Pension Plans
- Retirement Compensation Arrangements
Insurance Needs
- Keyman Insurance
- Buy/Sell Insurance
- Universal Life and Term Life Insurance
- Group and Health Insurance
Note: Certain services covered under Taxation and Financial Planning sections would be outsourced under our firm’s direction and supervision.
