Personal Tax and Tax Planning

• I will identify any opportunity to reduce taxes or increase deductions as permitted by law.
• I will look towards any planning considerations for the current and subsequent years.

Financial Planning

• I will not sell you any financial instruments.
• I will provide information on advantages and disadvantages of RRSP’s RESPS, paying down your mortgage, lease loan or buying options or any other financial consideration for your business, personal and family requirements.

Personal Service

• My orientation is that I listen, I recommend and I provide a series of options.
• I present alternatives based on risk, reward and cost benefit analyses.
• I am an advisor who aids but does not take over the decision-making process.

Estates and Trusts

• Prepare final and trust returns.
• Family trusts as a tax-planning tool.

Emigration/ Immigration

• Many taxation issues result from people and companies entering or leaving Canada.
• Various planning and compliance considerations must be taken into account when dealing internationally among corporate, personal and excise requirements.

Revenue Canada/Ministry of Finance Representation

• Many years of experience dealing with assessors, desk auditors and field auditors.
• Filed many successful appeals and requests for reassessment and adjustments.
• Countless requests for information and documentation successfully dealt with.

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