Financial, Retirement, Estate and Tax Planners
Whether your financial situation is complex or not, we can offer solutions to simplify your investments, lower your taxes and increase your income.
Our clients include individuals, families, corporations, trusts, group plans, individual pension plans and non-profit organizations.
• To provide the highest quality financial, estate, tax and retirement strategies possible.
• To increase retirement income by maximizing investment returns while minimizing risk and taxes.
• To increase estate values by minimizing tax, legal and probate fees.
• To expose clients to the best tax advantaged products the industry has to offer and at the lowest cost.
~NEWS AND ANNOUNCEMENTS~
Tax Slip Mailing Dates
If you have misplaced or are missing tax slips, please contact our office.
Not all companies issue T5008 slips to report capital gains/losses from sales. Check your December 31st year end statement for transaction details. Gains/losses in non-registered accounts must be reported on your tax return.
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