A) Income Taxes
- Personal Income Taxes – E-File
- Planning to Minimize Taxes
- Maximizing RRSP Projections
- Assistance with any Revenue Canada Problems
C) Personal Finance
- Net-Worth Statements
- Asset Protection Planning
- Credit Counseling and Budgeting
D) Investments
- Review of Investment Portfolio
- Investment Broker Agent & Advice
- Assistance with Life Insurance Planning
E) Government Services
- Canadian Pension Applications
- Guarantee Supplement Applications