Oakville Financial Planning Services

Here at The Tax Management Centre, we want to help you meet your financial goals, and to that end, we will help you create and implement a plan for the proper management of your financial resources. This can include, but is not limited to, managing your day-to-day cash flow, choosing and monitoring your investments, planning your retirement, preparing your estate, addressing your insurance needs, and minimizing your end-of-year tax liabilities.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and reduces the taxes due on the transfer of assets. For business owners, it provides business continuity and seamless ownership succession. As such, The Tax Management Centre specializes in both personal and business-oriented estate planning; we can guide you through the complex process of getting your financial affairs in order.

Our Process

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 into goals, and your goals into reality. We begin the process by having you complete a three-page questionnaire, as this is the first step in ensuring that we can provide you with a customized, comprehensive plan that is suited to your objectives. 


We know that financial plans should be flexible, and that’s why our team will not only develop a financial plan for you, but also provide ongoing support; we’ll help you stay on top of fiscal shifts in both the economy and your lifestyle.