Estate And Financial Planning

Having a long-term financial plan is key to ensure you are maximizing your return on investments and to provide for your income security now, and in the future, for you and your family.  We have much experience working with the owner and other advisors including personal financial planners and insurance brokers to evaluate where the entrepreneur’s current wealth is compared to the plan.  This work can be complex as the owner plans for exiting the business.  Exiting the business can include winding it down, selling to management, selling to family members, or selling to third parties.  All plans require a deep understanding the entrepreneur’s goals, and some plans take several years to execute.  We work with the entrepreneur every step along the way. For over 40 years, our CPA – CA Chartered Professional Accountants and Charted Accountants Accounting Firm in Edmonton has aimed to provide the best income tax, accounting, financial statement assurance, and business consulting advisory services to our clients.