Peace of mind is found in numbers you understand tied to your goals. Something simple that says this is the path to positive result. Our copyright model defines where you are and identifies the keys to reaching your goals. The result – an action plan – and a full understanding of the potential for improving your financial results
1) Tax services
- T1 personal tax
- Trust returns
- Assistance with CRA
2) Financial planning
Common questions asked:
- Do you have enough to retire?
- What tax benefits can you take advantage of in retirement?
- How much can you comfortably spend while still providing for the future?
- What more might you do for your children and grandchildren while still protecting your longer term securities?
The answers to these questions and others can all be found by:
- Reviewing your latest personal tax returns
- Defining your net assets (you likely have more than you think)
- Using our copyright model to project your numbers into the future
3) Estate planning
- Do you want the courts to decide what will become of the life savings you have worked to accumulate?
- Would you want a loving legacy rather than one filled with family discord?
- Would you benefit and find it easier to prepare your will by seeing how the numbers and distributions will work?
- Our model will provide answers to all these questions in a simple and understandable way.
