Financial Planning:
I obtained my Certified Financial Planner designation in December, 2005. This added to my knowledge of estate and financial planning issues and investment and insurance products available.

I work with several clients to keep them informed of their present financial position and update results as required. I feel I can offer an objective opinion on financial and tax savings plans because my compensation is not commission-based.

Tax Services and Planning:
  • Individual
  • Deceased Taxpayer
  • Estate Returns
I prepare personal income tax returns and have done a lot of work with estate and deceased taxpayer returns. I e-file returns and handle any follow-up questions from CRA. I work with my tax return clients throughout the year- April is not the best month for income tax planning!
  • Corporate
This includes clients who engage me on an annual basis to compile financial statements and file the required tax returns. I work with both manual and computerized accounting systems. Some private companies engage me to handle all their accounting and income tax. This includes the day-to-day record-keeping, all government filings including GST, employee benefits, and corporate and personal income tax. I recommend and coordinate the payment of bonuses and dividends to achieve the best tax result. I also compile and review current financial statements with the owner/managers on a regular basis. I advise on financial challenges, options and strategy.

Tax Advice:
I identify and discuss any possible tax savings, plans and risks with my clients on a regular basis. I encourage clients to call me regularly and especially before they do a major transaction. It is always easier to deal with the issues before rather than after the fact.

Part-Time Chief Financial Officer Services:
  • Record-Keeping
  • GST Filing
  • Personal & Corporate Tax Coordination
  • Financial Strategy
I presently have two part-time assistants who help me with record keeping and accounting. I also have a network of professionals who I can call on for special expertise, such as complex tax issues, computerization, or financial planning.