Our Services
Personal & Small Business Tax
-
Bookkeeping
-
Tax Preparation and Filing
-
Personalized Consultancy
-
Strategize your Finance to Reduce Tax
Financial Planning
-
Free Expert Financial & Risk Analysis
-
Assess Financial Needs and Goal
-
Holistic Approach of your Financial
-
Debt Solutions
-
Retirement Planning
-
Estate Planning
-
Building Financial Foundation for Family
Insurance
-
Life Insurance
-
Final Expense
-
Critical Illness Disability
-
Health & Dental Group Benefits
-
Auto and Home Insurance
-
Protection for individual and family
-
Protection for the business
-
Tax Shelter
Investment & Savings
-
Retirement
-
Children’s Education
-
TFSA – RRSP - Locked In Plans Group – Pensions
-
Avoid Probate
IT Consultancy
-
Flexible in helping you manage your technology use
-
Assess elements of computer system like performance, data & analytics
-
Provide Manual & Automated Testing
-
Years of Experience in Financial Enterprise System
Our Clients
personal
Ever wonder how you should organise your finances or what you should invest in?
Let us know how we can help!
small businesses
Do you need help with understanding and analysing your business financially?
Contact us!
newcomers
Welcome to Canada!
Do you need help understanding the financial structure in Canada?
We're here to help!
What's Different?
Did you know?
You are able to reduce tax and increase savings when you connect with us!
-
We offer in-person and remote - you can connect with us from the comfort of your home
​
-
We offer both IT and Financial Consultancy
​
-
We offer FREE education seminar on tax and finance
​
-
FREE financial and risk analysis - you can understand your needs before making a decision
​
-
We help you strategize your tax and finance - reduce your tax and maximize your savings
​
-
Unbiased insurance and investment plans for you - we are not affiliated with any company, we can source better plans for you