Here you’ll find downloadable guides, calculators, printable pdfs, webinars and explainer videos. Our experts have put together the information and resources to make staying financially organized easy!
Questions? We’re always here to help.
These checklists will help ensure you have everything you need to submit your 2020 taxes.
Use this form to get your tax documents organized.
Use this form to track your medical costs.
This is to help independent contractors get their deductions organized.
Itemize the costs associated with working from home in 2020.
Track your costs and reduce your overall taxes owing.
This checklist will help you assess the status of your estate plan.
Tax Benefits of an RESP
Use this calculator to see the tax benefits of investing in a Registered Education Savings Plan (RESP).
TFSA vs Taxable Investment
Use this calculator to compare
the growth of a TFSA to a taxable investment.
CPP Benefits – Early or Later?
This table compares the value of CPP benefits if you take them earlier or later.
Use this calculator to track your household income and expenses.
TWO LOCATIONS TO SERVE YOU
300 Terry Fox Dr Suite 1000
Kanata, ON K2K 0E3
304 Colonnade Drive
Kemptville, ON K0G 1J0
Monday to Friday: 9:30 AM – 4:00 PM
Due to COVID we are working by appointment only (no walk-ins please).
We offer in-person, phone, and video appointments.
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