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TAX & FINANCIAL PLANNING
Personal and Small business tax preparation, Financial plans,
Investment Portfolio reviews, Tax efficient investments,
Risk Management - Life, DI, CI, Health, and Travel Insurance
Dave Lee- Financial Management Advisor
(established 1994)
Independent Financial Advice "Doing what is best for you"
Personal and Small business tax preparation, Financial plans,
Investment Portfolio reviews, Tax efficient investments,
Risk Management - Life, DI, CI, Health, and Travel Insurance
Dave Lee- Financial Management Advisor
(established 1994)
Independent Financial Advice "Doing what is best for you"
|
Personal and Self Employed - Small Business
Income Tax Preparation Did You Know almost everybody pays too much tax? Flexible pricing, we match published rates. Don't get overcharged. Contact us today for an appointment. Call 1-866-763-5550 extn 710 SIGN UP HERE- Contact us Financial news updates Investments & Insurance Life- Health-Travel-Disability and Critical Illness RRSP OR TFSA CONTRIBUTIONS (RRSP LOANS) TAX EFFICIENT INVESTMENTS WITH RETURN OF CAPITAL GUARANTEES Click here for a sample retirement planning report. Free Financial Planning Consultation Get an Independent opinion on your investments Contact us today Call 1-866-763-5550 extn 710 Contact us by e-mail here. |
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