Was your income reduced, or were you on CERB/EI in 2021? We want to help you improve your finances.

Together we will determine:

How much you will need to put aside for your 2021 income tax

How the last two years will impact future home, car and lending decisions

Ensure you are tax-efficient and protecting your net worth

Create a detailed financial plan and road map for your next five years

Create a custom action list to help you reach your next life goal

Our package includes two one-hour appointments and an annual follow-up. We offer in-person and virtual meetings. Unfortunately, we only have a limited number of meetings, so contact us today to schedule your Free Consultation.