Financial Planning
Quick Tax Ontario offers Free Tax Consultant for Self Employed Taxes, Tax Audit Services. Tax Planning Services as well as Corporate Tax Services at affordable rates.Call for a free, no obligation consultation. (647)971-5296 or visit http://www.quicktaxontario.ca
We offer a wide range of customizable services that can be packaged to meet your needs.
Budgeting and Cashflow reviews
Debt consultation
Fee-only financial planning
Investment planning
Investment portfolio second opinions
Retirement planning
Workplace pension consultation/advisory
Robo-advisor partnerships
Tax planning
Tax preparation (outsourced)
Home/Auto insurance reviews and planning
Life insurance reviews and planning
Estate reviews and planning
Significant life decision advisory (i.e. to rent or buy a home? can I afford to go back to school?)
Financial education seminars
It is a reality that not all financial planners are created equal, and at BlueRock Wealth Management in Collingwood, Ontario, we pride ourselves on being different. We stand out to clients like you for all the right reasons by offering financial planning services and values-based investing techniques to ensure that you achieve your financial goals.
With 30 years of experience in the Georgian Bay Community, you can turn to us for business financial planning or personal planning advice to ensure your retirement or business succession goes smoothly.
At BlueRock Wealth Management, our financial planners can help you achieve your goals. We promise to give you the personal attention you need to create a solid financial future for yourself or your business.
(dailymotion)
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
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.
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!
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.
