Financial Planning Services

Best match results for financial planning services in Canada + 30km.

    Grande Prairie Mortgage Brokers at Whalen Mortgages to get you the lowest mortgage rate on your purchase or mortgage renewal or refinance. We are you Trusted Grande Prairie Mortgage Brokers and we believe in clear communication and transparency so you understand the lender and mortgage product you choose after we explain the lenders and rates to you. You will never be caught with huge penalties as we make sure we explain the lenders products to you and you pick the best lender for your needs. We ... Read more work around your Schedule and promise to give the best client service for your next Grande Prairie Mortgage. Mortgages don't have to be complicated and we help make them simple. No need to wait for bank appointments we can have you approved with a bank or financial institution within 24 hours on an accepted property meaning a live deal and pre-approved in only 20 minutes and out house shopping for your new Grande Prairie home. We are always available for our clients during one of the biggest purchases ...

    Are you looking for a farm / small business tax accountant in Edmonton and area, west over to Hinton, or North to Cold Lake? FBC offers farm and small business tax accounting and bookkeeping services in Edmonton and surrounding area. In addition to filing your personal and business tax returns, we focus on year-round tax planning to provide tax saving strategies to save you the most money over the long term. For over 60 years we've minimized farm taxes, and taxes for small businesses, including: ... Read more Construction contractors and skilled tradespersons Transportation professionals and trucker owner/operators Self-Employed Professionals Service-Based Businesses Our unique Membership model includes - a service guarantee that provides - 365/24/7 CRA Audit protection, -ongoing tax planning, -FBC's ATOM tax optimization, -on-site tax data collection -at your place of business or home -and year-round consultation. Services for ...

    Williams Accounting Professional Corporation is highly Professional Corporation provides a wide range of services to its clients from accounting firm services, chartered tax accountant and corporate & personal tax return to bookkeeping, payroll services. For some clients, services may include everything from billing to accounts payable to Small Business Accounting. For others they only review the work completed by the client and prepare various government returns, Income Tax Return Canada and financial ... Read more statements. For other clients, only their personal & corporate tax returns are prepared once a year. Glenn Williams owner of Williams Accounting Professional Corporation is a certified CPA (Chartered Professional Accountant) and CMA® (Certified Management Accountant) Williams Accounting Professional Corporation is considered by many as the “One-Stop-Shop” for bookkeeping, payroll, accounting firm, chartered accountanting, corporate & personal tax return services in Peel Region (Brampton, ...

    CH Accounting, Tax & Financial Services is the North Side Tax solution. We are a local full-service Bookkeeping and Income Tax preparation service. We provide Fast, Accurate & Affordable service from our office in Sydney Mines and are open all year long. We are friendly, knowledgeable and have decades of experience helping lower tax bills. We do two things GREAT . . . 1) We help self-employed business owners keep accurate accounting and reduce their tax burden, and 2) We offer a personal tax ... Read more preparation service that is fast and affordable! We consistently receive excellent reviews from our customers telling us how fast, friendly and affordable our services are. We pride ourselves on going above and beyond to help our customers! Business owner, Candi Hallstrom-Capstick has been preparing income taxes since 1989 and has many industry certifications including QuickBooks, Sage 50 and Profile. We have an active Facebook page where you can get the latest news and tax tips - just ...

    $5 OFF Tax Preparation

    Validity: from 01 Feb 2018 to 30 Jun 2019

    Print out this coupon and bring it in to save $5.00 off Tax Preparation Simply print this offer and bring it in to the office One coupon per person, per tax year. No cash value. Can not be combined with any other offers or specials.

    Your Red Deer trusted mortgage broker at Whalen Mortgages to get you approved on your new home purchase in Red Deer. We can get you the lowest mortgage rates possible in Red Deer and get you approved in less then 24 hours on a live deal and pre-approved in as little as 20 minutes and house shopping to find your perfect dream home in Red Deer. We work around your schedule and believe in good communication and transparency with our clients so you are not caught with any hidden fees. Are you looking ... Read more to renew your existing mortgage and want to make sure you are getting the best interest rate call us today to see our best rates on your mortgage renewal in Red Deer. If you are looking for extra cash and want to refinance your existing home give us a call today and we will get the process started. No need to wait for long bank appointments we are here and ready to help you with your financing needs in Red Deer. We are your trusted Mortgage Brokers in Red Deer. We have programs for borrowed down ...

    Hoyes Michalos is a personal insolvency firm with 20 years’ experience helping people build a plan to become debt free. As a Licensed Insolvency Trustee, we are accredited by the Canadian government to provide Consumer Proposal, Bankruptcy and Credit Counselling services. Our team of professional debt experts provide caring, confidential, friendly advice to help you get out of debt and get back your life. Our Kitchener office is conveniently located on King Street between Downtown Kitchener and ... Read more Uptown Waterloo, is on the Kitchener LRT line and has plenty of parking.

    Free Consultation

    Validity: from 03 Aug 2018 to 31 Dec 2030

    Free Consultation Imagine what it would be like to be free of worries and debt. The right solution depends on your unique situation. To understand your needs, we provide a free 30 minute, no-obligation debt assessment. Need more than 30 minutes? No problem, we will take as much time as you need to answer your questions. Need a second or third consult before deciding? Again, no problem. All our consultations are free. Book your FREE confidential debt assessment today.

    We believe that property taxes are a significant expense of real estate and that deserves the attention that it needs to make sure that it minimizes it’s effective on your bottom line. It doesn’t matter if you owner occupied or a lessee a reduction of property taxes will effective your bottom line or your tenants. Either way everyone benefits… Our commitment is to consistently maintain the high level of quality service our clients have learned to expect by anticipating clients’ needs, ... Read more being responsive when they call on us and promptly dealing with their concerns and identifying opportunities that will have a positive impact on their bottom line. Every real estate owner (other than tax exempt entities) must pay property taxes. The question many property owners should ask is: Am I paying more than my fair share of property taxes? Over the years, property taxes have escalated to become a significant part of business costs, often having a negative effect on a company’s bottom ...

    Dryrun is a cloud-based financial forecasting and cash flow management tool for businesses and their advisors. The simple-to-use tool is flexible and focuses on helping you manage your near-term cash flow while making operational decisions and testing assumptions. Quickly model out multiple 'what if' scenarios in a single forecast so that you can manage your cash flow, compare your options, build sales forecasts, create growth plans and analyze profits. This scenario-based approach is the key ... Read more difference between Dryrun and other tools. The visuals in Dryrun are clean, easy-to-scan and help you quickly spot trends, yet the tool contains powerful features to help you dig deeper and compare your options. You can rapidly build recurring budgets that auto-repeat and stretch into the future so that you can focus on the variable invoices and bills that often have the biggest impact on your cash flow. Dryrun is ideally suited for businesses that experience highly variable cash flow. We ...

    Collins Barrow KMD LLP was founded in 1934 by Mr. Fred Kime and has been in continuous existence since then. The practice consists of seven partners and fifty staff members with offices in London, Stratford, Strathroy and Arkona. Our affiliation with Collins Barrow began in 2003. Joining Collins Barrow has allowed us to offer our clients greater resources, additional specialty services and access to affiliated firms throughout the United States and the world. The benefits also include a greater ability ... Read more to attract high quality staff and access to better training and utilization of technology for the firm. The end result, and our commitment, continues to be to provide our clients with creative, cost effective and personalized service. We are committed to the highest level of client satisfaction. Our Partners make it a priority to understand our clients’ needs and ensure that at every step of the process, those needs are being addressed in the most efficient and effective manner. Our ...

    We are your Trusted Mortgage Brokers in Fort McMurray to get you approved on your next home purchase with the lowest mortgage rates in Fort McMurray. We are ready and available for our clients during one of their most important purchases of your lives. We believe in clear communication and transparency. We will keep you informed during every step of the way. We work around your schedule and can have you pre-approved in only 20 minutes and out house shopping for your new home in Fort McMurray. We ... Read more are your experienced Fort McMurray Mortgage Brokers ready to help you get the approval on your new home purchase. If you currently have a home and are just shopping for the lowest mortgage rate in Fort McMurray call us today to get started and transfer your mortgage to a better lender with a better interest rate.

    • Accounting • Income tax preparation for individuals and corporations • Government compliance (Sales tax) • Tax Planning • Business consultation * Corporate Finance

    Comprehensive Financial Planning and Estate Service for High Net Worth Clients.

    Take control of your finances with Niagara Region Money Coaches. We are a company dedicated to helping clients achieve financial peace – with absolutely NO PRODUCT SELLING. Owner/Founder Trevor Van Nest, B.Comm. (Hons.), CFP® is passionate about helping people from every walk of life take control of their personal finances. With Niagara Region Money Coaches, because no financial products are sold, every client receives completely un-biased advice and useful tools to help with day-to-day money ... Read more challenges like how to create a great household budget, improve investing results, eliminate debt, and retire with full knowledge of after-tax lifestyle possibilities – all in easy-to-understand language. Trevor has the qualifications, strategies and experience to help. With over 25 years in the financial services industry, he has personally assisted hundreds of clients across central Ontario achieve their financials goals with a 98% client satisfaction rating. He is the only MoneySense(R) ...

    We do full service Financial and Retirement Planning and are a truly Independent Firm that can sell all available products. We also offer a free 2 hour financial consultation to review your current holdings. This will give you an unbiased review so you know where you stand. We also discuss management fees and how through F Class eligible Funds you can write off your management expenses. We also teach you how to use Globe-fund to review your current holding to see how well you are doing against your ... Read more fund underlying peer-group. With 30+ years of experience we are here to help you figure out the maze of financial products. Please contact us today to se how we can help you with your financial goals.

    Twin Power Financial is a high quality service financial firm that specializes in Financial and Wealth Management, Mortgage Services and Insurance. Our goal is to enrich our clients lives through finances in a relaxed enjoyable environment. If you are looking for elite service and knowledgeable advisors, then Twin Power is for you.

    Smart Books BC is one of the most innovative companies in serving clients. With specialist teams covering the needs of particular professions and business sectors, we offer financial services to business and private clients throughout British Columbia. Our team comprises experienced and highly-qualified experts in all areas of bookkeeping, accounting, and tax planning. Whether you need financial advice or help with your business, Smart Books BC, as one of the region’s leading firms is here to ... Read more assist you and your specific needs. Why Smart Books BC The reason our clients value us as their advisers is that we make a point of building a picture of each client, which pulls in all the things that make each one different. Their aspirations, likes, dislikes, family set-up, history, commercial operation – it all goes in. This allows us to wrap individual service and advice around each client, which suits them perfectly and which they really appreciate. This is way over and above the straightforward ...

    Stratking Accounting and Tax Professional Corporation Chartered Professional Accountant and Business Advisor Full service CPA accounting firm for professionals and professional services firms based in Richmond Hill,Ontario: Preparation of financial statements/notice to reader Bookkeeping Business Consulting Corporate and personal income tax preparation and filing Tax and personal financial planning Interim CFO Payroll processing Business registration Small business advice Cost and management ... Read more accounting Conveniently located at Yonge and Major Mackenzie Drive East, with free parking off Church Street South at eastern side of building evening and weekend appointments. Call for an appointment today.

    RMI & Associates offers a variety of accounting and business services for the Calgary area, including bookkeeping, tax preparation, GST and Payroll remittances, tax planning, financial planning and business consulting services. The RMI team consists of lawyers, financial advisors, bank managers, loan specialists, mortgage brokers, and business coaches, creating a one-stop shop to meet your business needs.

    Financial Planning, Risk Management and Wealth Management

    Bringing over 20 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

    We are fee-only, advice-only financial planners who do not sell any investments or insurance.

    Financial Planning

    Tax planning and preparation services

    YOUR TAXES AND BENEFITS DONE THE RIGHT WAY At the ITR Group (also known as INCOME TESTED RESULTS) we make sure everything about your personal and small business taxes are carefully, thoroughly and completely prepared. We don't stop at doing your taxes but we also ensure your benefits are properly calculated. Unlike other preparers who often disappear after April 30th, we are there for you year-round. Our main tax and benefit advisors are former Government of Canada agents who can also prepare ... Read more your Employment Insurance (EI), Canada Pension Plan (CPP), Old Age Security (OAS) and Guaranteed Income Supplement (GIS) applications and more.

    Help clients plan for their financial security should they die too soon live too long become disabled or critically ill.

    Smart Choice Life was created to serve the ever growing number of people who use the internet as a convenient and less intrusive way to shop for financial security. We offer a quick and easy way to compare quotes from most Canadian life Insurance companies which we represent. We are a full financial services company. We are proud supporters of the Youth Advantage Project for culture with provides scholarships to help financially challenged youth to enrol in art, music, dance or acting classes. Gordon, ... Read more the founder, is a certified financial planner and has over thirty years experience in financial services. He has been helping families and small businesses with their financial plans since 1991. Prior to that his career included Credit and Accounts Receivable manager for CCM in Toronto and several years with CIBC in Nova Scotia. He is also a published financial author contributing a weekly column in the Daily Gleaner newspaper for years. Now there are three e-books which you can access ...

    RETIREMENT & ESTATE PLANNING Get a sound strategy and written retirement plan to help manage and invest your assets, maximize your retirement income and provide a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.

    Chris Roy is the Owner and Mortgage Broker of Accepted Mortgage Professionals Inc., with over 25 years of Mortgage Brokering experience. Specializing in hard to place mortgages all across Ontario that involve creative solutions with product types such as; Private Mortgages, Equity Mortgages, Residential and Commercial, 1st & 2nd Mortgages. Will look at: Poor Credit situations, tax arrears, mortgage arrears, bankruptcy, business for self. Chris has serviced thousands of clients in Ontario for the ... Read more last 25 years and is always open to discussing your unique situation in confidence, while providing a fast turnaround time. Feel free to call directly or email or visit our website today for more helpful information.

    Liu & Associates Edmonton is a full-service professional accounting practice. We are an accredited member of the Canadian Institute of Chartered Accountants and provide our clientele with years of experience and diverse knowledge in today’s accounting procedures, and taxation laws.

    Liu & Associates LLP is Calgary’s premier Accounting Firm, specializing in Tax Preparation & Audits, Corporate Accounting and Bookkeeping services. As a member of the Chartered Accountants of Canada & Certified General Accountants Association of Alberta, Liu & Associates LLP Calgary is more than qualified to competently handle any personal or corporate financial matter, from taxes to bookkeeping.

    Ken MacCoy is a CHS - Certified Health Insurance Specialist with over 40 years of insurance industry experience. Ken provides: life, disability, critical illness, travel insurance plus Retirement, Insurance, Tax and Estate Planning solutions for individuals, families, the self-employed and business owners. - Ken's expertise includes: Key Person & Buy-Sell Insurance Solutions, Tax Planning Strategies & Custom Designed Employee 'Pooled' Benefit Plans for medium-to-large groups in British Columbia and ... Read more Nova Scotia.

    Do you own a blue-collar business? I’ll help you turn it into Blue Wealth. ​ I help blue-collar business owners optimize their businesses and personal finances to transition into their vision of retirement within 10 years.

    Financial Security Advisor Investment Representative Group Benefits Broker I understand your goals and dreams are unique Stephen Cragg | Financial Security Advisor | Freedom 55 Financial | Cobourg Ontario | Pickering Ontario Whether you’re starting a new family, preparing for retirement or running a business, using an integrated planning process, I’ll work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your ... Read more goals within reach. After evaluating your needs, risk tolerance and life stage, I’ll recommend solutions that best help you achieve your goals. Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through Freedom 55 Financial,

    Since our establishment in Ottawa in 1930, Scrivens has developed a reputation of integrity, stability and excellent service. Scrivens' extensive and growing client base of the past 85 years is representative of our sound management, professionalism and ability to adapt to change. Client satisfaction is the key to Scrivens success. Our highly qualified and experienced team understands that every individual has specific concerns. Therefore, at Scrivens we recognize that personalized service ... Read more is critical in identifying your requirements and providing the appropriate product to meet these needs. Establishing and maintaining a superior level of service is an integral part of Scrivens' tradition of excellence.

    Financial Planning

    I help Canadians create, manage and protect wealth.

    Padgett Business Services® is your local small business accounting, bookkeeping, tax, and payroll specialist, catering to the needs of small business owners through a network of local owner-operated offices. We provide a unique combination of business information and services to help small business owners succeed.

    Since 2004, 514 Accounting Inc has provided small businesses and entrepreneurs all over Montreal with affordable and reliable, professional accounting and consulting services. We believe that successful businesses are built and maintained by focusing on activities that generate revenue. Our mission is to enable our clients to focus on those activities by providing you with a full-service outsourced accounting department to handle all of your financial reporting. 514 Accounting Inc. is here to help ... Read more you GROW your business.

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