Insurance Services
What types of insurance coverage are available?
We provide a range of coverage options, including life, critical illness, disability, health, travel, and investment-linked plans tailored to individual needs. Our primary licensed provinces are Alberta, British Columbia, and Ontario, while collaborators enable access to insurance solutions across Canada.
How can I obtain an insurance quote?
What is critical illness insurance?
Are group benefits available for businesses?
Is travel insurance provided year-round?
How are insurance products sourced?
Investment Services
What investment products can be accessed?
Available options include mutual funds, segregated funds, and alternative investments suitable for different risk tolerances and goals. Our primary licensed provinces are Alberta and British Columbia, with national collaborations enabling access to investment products across Canada.
Who regulates investment services?
Can investments be held in registered accounts?
What are segregated funds?
Are alternative investments available?
How does the investment process begin?
What fees are associated with investments?
How are client funds handled?
Tax Services
Are tax filing services provided?
Yes. We prepare individual and corporate returns, including complex scenarios and optimization strategies.
What tax designations are held?
Can corporate tax returns be handled?
What is the cost of tax preparation?
When are Canadian tax filing deadlines?
How does the investment process begin?
What fees are associated with investments?
How are client funds handled?
Is support available for tax audits?
Do you offer tax planning strategies?
Estate Planning Services
What estate planning services are offered?
We provide guidance on wills, powers of attorney, trusts, and beneficiary arrangements to ensure efficient wealth transfer.
How does insurance integrate with estates?
When are trusts recommended?
What is a power of attorney?
How can probate fees be minimized?
Is will preparation included?
What fees are associated with investments?
Is support available for tax audits?
Do you offer tax planning strategies?
Bookkeeping & Corporate Services
What bookkeeping tasks are performed?
Services include transaction recording, reconciliations, financial statements, and cloud-based tracking.
Is business incorporation supported?
What software is used for bookkeeping?
How frequently should bookkeeping occur?
Are payroll services available?
What corporate compliance help is provided?
General & Compliance
In which provinces are services licensed?
Insurance: Alberta, British Columbia, Ontario
Investments: Alberta, British Columbia
National regulatory oversight applies through applicable authorities.
What compliance measures are in place?
How are client funds protected?
What protections safeguard client assets?
How is client data secured?
What languages are supported?
What are business hours and locations?
Are initial consultations free?
Are services available remotely?
What fee structure is used?
Client Onboarding & Process
What documents are required to start?
Clients provide identification, financial statements, and goals via secure digital upload.