With our team, we don’t start with the answers – we start with the questions, getting to know and understand the entire client’s picture from the ground up. We share our knowledge and expertise on investments, tax, estate, education, and retirement planning because we believe that an educated client is a satisfied client.
Money Dates 2017
Stay organized and on top of filing your tax returns this year. Our 2017 Money Dates infographic highlights important deadlines for Income Tax Returns, Registered Plans, and Income Tax Expenses. You can also find benefit payment dates for G.S.T. Credits, CPP/OAS Benefits, and Canada Child Benefits in this infographic.Click here to read more!
My husband and I are very thankful that a friend referred us to Theresa Bartley. With professional skill, integrity and clear communication skills, she learned about our personal and financial goals. She and her team provide really excellent service.– Marlene Hamilton
Price is what you pay. Value is what you get.– Warren Buffett