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Important Tax Deadlines

March 15th 1st Personal Tax Installment

April 30th Personal Tax Return

June 15th 2nd Personal Tax Installment

June 15th Personal Tax Return - Self-employed

September 15th 3rd Personal Tax Installment

December 15th Final Personal Tax Inslallment

 

    Useful Links

iShares Canada

A useful link to gather information and options on the extremely fast-growing ETF industry.

 

 FP Canada

Here you can find several useful resources outlining the benefits of financial planning and using a Certified Financial Planner (CFP).

  

The Canada Revenue Agency

The Canada Revenue Agency (CRA) is responsible for the administration of tax laws for the Government of Canada, and for most provinces and territories.  Here you will find a wealth of information related to personal and corporate tax compliance.

 

The Bank of Canada

The Bank of Canada site includes a variety of useful features, including information on interest and exchange rates, financial indicators, securities auctions and more. 

 

Client Portal

For existing clients only.

 

 

Comprehensive Financial Planning

Studies have shown that having a properly structured comprehensive financial plan (CP) enables you to experience a significantly higher level of financial and emotional well being.  In fact, a recent study showed that 81% of those that went through a CP process felt on track with their financial affairs compared to only 44% that had no plan.  Through the financial planning process, we provide valuable analysis, insight and recommendations in the 6 key areas of financial planning including cash flow/financial management, retirement planning, investment planning, risk management/insurance planning, estate planning and tax planning.  With our network of estate lawyers, insurance agents and investment advisors, we can help facilitate the implementation of any of the recommendations provided.  We can also assist with the implementation and monitoring of a low-cost passive investment strategy should that be one of your goals.

 

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently.  We take client privacy very seriously given the sensitive nature of personal tax information.  We were one of the first to employ a secure client portal with bank level encryption for the sharing of confidential information to avoid using the email system which is highly insecure.  Using this portal also provides those clients that are interested in a totally electronic tax filing process.  This option allows our clients to simply scan/upload their tax slips where we would then prepare the return, review it with our clients using web-based meeting solutions and then upload the final return for client download and storage.

 

With over 15 years of tax preparation experience, we have developed expertise in all areas of tax preparation including rental income, self-employed income, employment related expenses, investment income, limited partnership income, immigration/emigration, non-resident tax obligations, RRSP optimization etc.  We also have experience in assisting executors with the preparation of the final return for deceased individuals including subsequent T3 Trust Returns and filing of Clearance Certificates for the distribution of estate assets.