Tax Financing Insurance

Annual tax report, tax mails handling, tax appeal, consulting on overseas income and asset, overseas assets declaration, overseas corporation declaration
TFSA account management, RRSP account management, GIC, mutual fund and segregated fund investment management, family assets reallocation
Term life, whole life, participating life, critical illness, long-term care insurance, family health & dental insurance, inbound and outbound travel insurance.

Our Services

Tax Agency Services

Annual tax returns, tax letter processing, tax complaints, overseas income tax advice, overseas asset declarations,

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Investment Services

TFSA account management, RRSP account management, GIC, mutual fund and segregated fund investment

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Insurance Agency Services

Regular life insurance, life insurance, dividend insurance (PAR), major illness insurance (CI),

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Family Health Insurance

Health & Dental is set up for medical expenses not covered by government health plans, such as prescription drugs,

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Entry and exit travel insurance

Inbound Travel Insurance is set up for those who enter Canada but cannot or temporarily do not have access

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Insurance Agency Services

Regular life insurance, life insurance, dividend insurance (PAR), major illness insurance (CI), long-term care insurance,

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 If you need to speak to us about a general query fill in the form below and we will call you back within the same working day.

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