Income & taxes
Where your paycheque goes, which credits and deductions you may be missing, and how to keep more of what you earn.
Tax preparationHome/Financial Review
Your Free Financial Review
45 minutes. No obligation. Built around your numbers.
Book My ReviewWho this is for
- You earn $60,000–$80,000 a year and your take-home feels much less
- You have no clear plan for RRSP, TFSA, or FHSA
- You’re paying too much in taxes and don’t know how to fix it
- You want life insurance but don’t know where to start
- You want someone to look at your actual situation — not give generic advice
What happens in the session
1
Income & Tax Review
We review your current income, tax situation, and protection gaps.
2
Your Financial Plan
We show you exactly what a proper financial plan looks like for someone in your situation.
3
Clear Next Step
You leave with a clear next step — no pressure, no hard sell.
What we cover
What we look at in your review
One conversation that connects your taxes, savings and protection, so each decision supports the others.
RRSP, TFSA & FHSA
Which account to fund first for your goals, how much room you have, and how contributions affect your refund.
Year-end deadlinesProtection gaps
Whether your family would be covered if your income stopped, and what your workplace plan does and doesn’t include.
Life & critical illness insuranceDebt & goals
A realistic plan for debt, a first home, your children’s education and retirement, in the order that makes sense for you.
Book your session
- 1.Tell Us About You
Share your situation and how to reach you. It takes about two minutes.
- 2.We Review Your Request
We prepare for your numbers and email you a private booking link.
- 3.Pick a Time
Choose a time that suits you. Reschedule or cancel with the same link.
Not sure yet? Learn about our Accounting & Tax services instead.