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:

Retirement Planning

These are some of the many financial planning issues we discuss when addressing your retirement and estate planning concerns.

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.


Leave it up to us so you can focus on growing your business



Very meticulous, diligent, minimize taxes, maximize profit, great resource, quick response, and amazing customer service

Ty Soo

Ty Soo Wealth Management

Always on top of things and easy to contact.

A-Z Moving Company

A-Z Moving Company

A friendly bunch. Small but very knowledgeable, they know what they are doing.

Mimi Chen

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.

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