Discover How Your Money Can Work for You

Maximize your financial potential with our expertise. We analyze your situation, pinpoint growth opportunities, and craft personalized strategies to amplify your wealth. Let’s collaborate to make your money work smarter toward your goals.

Start saving with a free 15-minute consultation.


Discover How Your Money Can Work for You

Maximize your financial potential with our expertise. We analyze your situation, pinpoint growth opportunities, and craft personalized strategies to amplify your wealth. Let’s collaborate to make your money work smarter toward your goals.

Start saving with a free 15-minute consultation.


Tax Preparation for Residents & Fellows

A complete package that includes: consulting for your tax and financial goals, and preparation of your tax returns (for residents & fellows that have no other sources of income.) Minimize stress, and maximize returns.

Included in this package:

  • Preparation of T1 individual tax return (and partners tax return if applicable)

  • Addressing any tax related question and assistance with CRA inquiries

  • Tax & financial planning as you transition to practice

  • Electronic filing and CRA confirmation of return

Students, Residents & Fellows

$0

Self-Employed Physicians Tax Planning

A comprehensive financial and tax consulting package for medical professionals earning income through a sole proprietorship. Providing you with the knowledge to make informed financial decisions and help you reduce your tax burden.

Included in this package:

  • Preparation of T1 individual tax return (and partners tax return if applicable)

  • Preparation of T2 business tax return

  • Proactive tax planning services taking into consideration your current and future needs

  • Tax planning for investments, including real estate income

  • Support throughout the year

  • General communication and correspondence with the CRA

  • Electronic filing and CRA receipt confirmation of return

Self-Employed Physicians

$750+ TAX

Incorporated Physicians Tax Returns & Financial Statements

A complete package for incorporated medical professionals that includes corporate and personal tax return preparation, financial statements, and tax and financial planning services that consider available tax deferral strategies, income splitting strategies, tax efficient distribution, and available expense deductions.

Included in this package:

  • Preparation of T1 individual income tax return (and partners tax return if applicable)

  • Preparation of T2 corporate income tax return

  • Tax slips – T4 (employment) & T5 (dividends)

  • Financial statements – compilation engagement

  • Tax deferral, income splitting, and tax efficient distribution strategies

  • Personalized tax calendar

  • On-going support to answer all of your questions throughout the year

  • General communication and correspondence with the CRA

  • Electronic filing and CRA receipt confirmation of return

  • Filing Ontario Information Returns