Consultation

We can provide you with excellent guidance on a wide range of issues. Nothing is too big or too small for our experts. Some of the key consultation issues are:

• Investment planning, such as capital gains and dividends
• Corporate planning
• Tax deferral strategies for estates and trust
• Financial planning, such as RRSP, RRIF, RESP, and annuities
• Foreign investment and income questions

Our prices starts at $50 for a brief initial conversation and go up to $140 / hour, depending on the complexity of the consultation.

Existing clients receive the first 30 minutes free, and a 50% discount on additional time.

If you become our client subsequent to your consultation, 100% of the consultation fee will be credited against the services we provide to you as our client.