Life is full of taxable consequences. The Income Tax Act affords all taxpayers the right to organize their business arrangements and financial affairs to minimize their taxes. That is the objective of tax planning.

Appropriate strategies for property ownership, capital gains or losses, deferring or splitting income and charitable giving can be applied differently in each situation, so they must be developed specific to your needs. Our knowledge of tax planning strategies is an integral part of our integrated financial planning services.

Integrated FinancialPlanning

Retirement Planning
Estate Planning
Risk Management
Investment Planning
Tax Planning


Tax PlanningTeam Members

Danielle Doan, CPA, CA, CFP, TEP
Chartered Accountant

Kimberly Dufaj, CPA, CFP
Financial Advisor

Brad Sarna, CFP, CLU
Financial Advisor

Alex Stewart
Financial Advisor

Patrick Doerksen, CPA, CA
Tax Manager

Kayla Black, CPA, CA
Tax Manager