Notice to Reader Report (unaudited financial statements)
C
Eldercare
/ Prime Plus
This is a unique,
customizable service designed to assist the elderly and disabled
person maintain their lifestyle and financial independence.
This service can include:
Budget & financial planning
Long term care
Payment of household & lifestyle expenses
Retirement planning
Structuring & funding trusts
Estate planning
Tax planning and preparation
D
Financial
Planning
We provide objective
financial planning services and work with a team of experts
in the fields of insurance, legal and investments to help you
manage your risk and maximize your after-tax return. These include:
Development of a Financial Plan
RESP Strategies
RRSP/RRIF Strategies
Risk Management Strategies
E
Estate
Planning
Estate Planning's
objective is to maximize the amount of the estate for your beneficiaries
and minimize probate fees and income taxes. This is custom designed
to each person's priorities & the estate plan is reviewed
regularly and revised, if necessary, to adjust to changing needs,
tax and government regulations. Estate planning is not just
for the elderly, anyone who wishes to protect & provide
for their dependants, in case of mishap, should establish an
estate plan.
F
Purchase
& Sale of Business
If you are considering
a purchase or sale of a business, you should consult with an
accountant and lawyer. We work with specialists in Business
Valuation to assist you in determining a "fair price".
You can take advantage of legislation to minimize taxes on sale
or maximize write-offs available on your purchases.
G
Real
Estate
We assist clients
with the accounting and tax reporting of their Residential and
Commercial real estate investments. We prepare budgets and common
area cost reconciliation for Commercial properties, and income
tax reporting for Residential properties.
