Tax Planning & Other Financial Options

Many individuals came to me and ask about tax tips and on how to get a best Tax refund. 

My consultation will help you understand other options that may be available to you. However, key factor to these plans is Savings. 

If you'd like to sit down and have a consultation; prepare your personal information. 

Necessary documents:

- Notice of Assessment
- All Investment accounts
- Current plans in place like RRSPs, Annuities, RRIFs and Pensions
- Mortgage & Details
- Bank Statements
- Debt Statements i.e. Credit Card and etc. 
- Anything that applies for your overall financial position