Financial Planning

Insite Chartered Professional Accountants
In addition to the full range of accounting and tax services, we offer exceptional financial and estate planning. We combine proper financial guidance with first-rate tax planning to put our clients in the best financial position possible. At Insite CPA, we work hard to support and guide our clients to reach their highest aspirations.

Insite CPA is a firm like few others in Canada.

While the filing of tax returns is something that must be handled each year, we believe that good accountants earn their fees by providing exceptional tax planning. The right approach can put thousands of additional dollars in your pocket each year.

In addition to the full range of accounting and tax services, we offer exceptional financial and estate planning. We work for you, our client, and we never compromise what is best for the client for any reason. We do not make money selling you investments or insurance so you can be guaranteed we put your interests first, period.

We combine proper financial guidance with first-rate tax planning to put our clients in the best financial position possible. At Insite CPA, we work hard to support and guide our clients to reach their highest aspirations. Our firm was founded on the mission to make exceptional tax and financial planning available to everyone, not just the wealthy. This mission has allowed us to create a unique service, that makes accounting simple and affordable.

Our services include, assurance, accounting, Canadian tax, US tax, personal tax, corporate tax, tax planning, estate planning, financial planning, business advisory services, financial statements, CRA correspondence and bookkeeping.

“As both a Chartered Professional Accountant and a Certified Financial Planner, I saw the need to combine the two disciplines into a cohesive, client-focused approach. Insite CPA was founded on the idea that almost anyone can reach their highest financial aspirations with the right guidance, and they can do it more rapidly than they ever thought possible.” -Alex MacKenzie, Owner of Insite CPA

(403) 685-1000
909-17th Ave SW, Suite 400
insitecpa.ca
(800) 685-8814
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Grubb Wealth Management
We strive to be one of the top leaders in the industry by providing strategic approaches with innovative solutions to our clients’ unique financial needs.

Investment Advisory Services are offered through Grubb Wealth Management, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

614-461-3205
454 E Main St #215, Columbus, OH 43215 USA
Grubb Wealth Management
740-616-8004
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Impot R Rousseau
Contact Impot R Rousseau, based in Pointe-des-Cascades, QC, for assistance in tax planning preparations and deductions to reduce your taxable income!

Impot R Rousseau specializes in financial planning. The firm is located in Pointe-des-Cascades, QC, and has over 28 years of experience in the field. They assist in the preparation of income tax returns and help clients in understanding the federal tax system. Moreover, they offer a wide range of financial services and advice, including retirement strategies, setting financial goals, protecting income and passing on wealth. Contact Impot R Rousseau for an appointment and leave the painful work to them!

(514) 233-2410
19 Rue Centrale Pointe-des-Cascades, QC
Financial Freedom Ohio, LLC
Financial Freedom, LLC is a Wealth Management Company that is fee only based, meaning that the company does not except commissions from companies

Financial Freedom, LLC is a Wealth Management Company that is fee only based, meaning that the company does not except commissions from companies they recommend in your financial planning. Their phone number is 1-800-503-9500 or you can visit them at 5 Great Valley Parkway, Suite 210 Malvern, PA 19355.

(937) 458-3661
2661 Commons Blvd
http://www.finfree.com/
Thomson Schindle Green Insurance & Financial Services Ltd
For Home, Auto, Business, Life, Disability Insurance.

For Home, Auto, Business, Life, Disability Insurance and Registered Retirement Investments, connect with Thomson Schindle Green Insurance and Financial Services Ltd. We have been serving Calgary and its residents for over 25 years. Contact us at 403-723-9416 now!

403-723-9416
http://tsginsurance.com
403-723-9421