Financial Planning Services

Financial Planning Services

Financial Planning is more than setting money aside for your retirement.

We all need a plan. At The Tax Management Centre, we assist our clients on a fee-for-service basis with the preparation and ongoing review of financial plans covering important matters.

Financial Planning allows you to meet your goals through the proper management of your financial resources. It includes day-to-day cash flow management, choosing and managing your investments, retirement and estate planning, your insurance needs, and tax planning. It offers all matters relating to your estate and your current financial situation. It should also incorporate your dreams. As the economy and your lifestyle changes, so should your financial plan. 

At The Tax Management Centre we will develop a comprehensive financial plan on a fee-for-service basis. We know that financial plans should be flexible, an ongoing work in progress, with very clear objectives along the way.

Personal Financial Planning

Whether you require a simple personal budget or a highly complex estate plan, The Tax Management Centre can advise you on the many avenues that will turn your dreams to goals, and your goals into reality. We begin the process by having you complete a three page questionnaire so we can provide you with a customized comprehensive plan suited to your objectives and goals. 

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, providing security for your surviving spouse, and reducing or eliminating the tax due on the transfer of a business or other assets. For business owners, providing for business continuity and succession of ownership is essential. The Tax Management Centre can guide you through the complex process of getting your financial affairs in order.