Financial and Investment Advisor
Discretionary Portfolio Manager

A coffee and a second opinion

Tax Prepration Services
This service is reserved for clients and their family
Income tax checklist
Click to complete and submit fillabe form.
You will be provided with a unique DropBox link for any/all supporting documentation
Rental Property
Click to complete and submit a fillabe form for each property.
You will be provided with a unique DropBox link for any/all supporting documentation
Home Office Form
Click to complete and submit fillabe form for home office
You will be provided with a unique DropBox link for any/all supporting documentation
motor vehicle expense form
Click to complete and submit fillabe form for motor vehicle
You will be provided with a unique DropBox link for any/all supporting documentation