TEAM
TEAM
As you grow, we are here to assist. As your adviser in a fiduciary capacity, we provide financial decision support and an integrated view of your taxes, financial plan and investments.
Office: Etobicoke, ON
Phone: 647-254-0782
As you grow, we are here to assist. As your adviser in a fiduciary capacity, we provide financial decision support and an integrated view of your taxes, financial plan and investments.
Office: Etobicoke, ON
Phone: 647-254-0782
Individuals & Self-employed: In addition to accounting and tax compliance, you want the comfort of knowing a sophisticated financial expert is available to call when required. This could include decisions around incorporation, lease vs buy, selecting an insurance product or a second opinion on an investment opportunity or the composition of your investment portfolio. It can even include which RESP is best and should you contribute to a spousal RRSP (both these options have possible significant tax advantages).
Start-up, Small and Medium-size businesses: In addition to ensuring tax and payroll compliance, you want to know you have an on-call CFO who already knows your business and can step in to address financial matters. This may include monthly financial reporting and analysis, a business plan or an evaluation of a business case requiring investment, assistance in raising working or permanent capital, developing a growth strategy or selling your business. When you need the advice, you want to know that someone who knows your business is available.