PERSONAL FINANCE
Estate Planning
We help structure your financial affairs to transfer and preserve your wealth in an orderly, efficient and effective manner. We look at your objectives including:
- Providing sufficient retirement income,
- Providing for the orderly transition of one’s estate to the surviving members of a family,
- The deferral and minimization of income taxes including probate fees and to provide liquidity to pay taxes and corresponding expenses arising from death.
Retirement Planning
- When should you start to plan for retirement?
- Should you top off your RRSP or pay down your mortgage?
- How much money will you need after retirement?
- How much insurance should you carry?
- When should you convert your RRSP to a RRIF?
Education Funding
Parents obviously want to plan for the college education of their kids. How will it all be funded? What are RESPs? Education is costly, but there are programs and methodologies that can help. Educational planning involves ways to make sure your children can attain post-secondary education without undue hardship.
ACCOUNTING IS OUR SPECIALTY
Leave it up to us so you can focus on growing your business
WHAT OUR CLIENT SAY ABOUT
EIGENMACHT CRACKOWER
Very meticulous, diligent, minimize taxes, maximize profit, great resource, quick response, and amazing customer service
Ty Soo
Always on top of things and easy to contact.
A-Z Moving Company
A friendly bunch. Small but very knowledgeable, they know what they are doing.
Mimi Chen
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Personal Taxes
Find out what’s new for every tax year and your filing and payment due dates. We will help you gather your documents to report income and claim deductions, and choose how you want to file and send your completed tax return to the CRA.
We'd love to
hear from you
As a firm that aims to familiarize ourselves with our client’s needs and financial objectives, we would love to hear from you. We welcome comments, suggestions, and questions.