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Hamilton 905-667-4410 Kitchener 519-772-4810 Toronto 416-238-4410 Ottawa 613-288-8194 Toll Free: 1-866-856-6799
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Search our site with 'quick search': contact Toll free : 1-866-856-6799
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Colleagues to Contact
Here is a 'growing' list of Colleagues** that you should consider contacting for their expertise.
Financial planning is the process that determines how you can best meet your life goals through the proper management of your financial affairs. A properly written and frequently reviewed financial plan is the cornerstone of any long term investing. David is also an integral contributor to the Informed Financial Group. David Munro maintains the Six- Steps of the Financial Planning Process: 1. Establish the client—planner engagement. 2. Gather client data and determine your goals and expectations. 3. Clarify your present financial status and identify any problem areas and opportunities. 4. Develop and present the financial plan. 5. Implement your financial plan. 6. Monitor the financial plan. View Larger Map Doug Simpson has many years experience working at Revenue Canada, and is a tax expert. He can structure business to be tax-effective, and offers many years experience in corporate structure strategies View Larger Map
Martine Holjevac specializes in small business services including accounting, tax planning and preparation, payroll services, and general advice on running your small business. In short, she is the small business pro! Her motto is "We make your life less taxing!" Please visit Padgett's website at www.smallbizpros.com to learn more of what Martine can do for you! View Larger Map
** Please check back to this page often, as more professionals are added to 'the team'. |
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