It’s hard to see an area of financial planning that taxes don’t touch, be it retirement, education funding, health care, investing, estate planning, and even insurance.

Your financial plan is affected by the tax rules not only in the current year but also those into the future. Each tax season we get a lot of questions from our clients about their financial future. With government changes and the rippling implications it can cause, we cannot stress the importance of adjusting their financial plans accordingly.

Our partner, Natalie Kelly, digs a little deeper to find tailored solutions to can save you money on taxes, advance your business, and works hand in hand with Savanti to best manage your wealth.

Ducks in a Row

Navigating the handbook of CRA can be … complex. We can create a financial plan but without the insight of an accountant to help pilot the interwoven taxation path, it can create many unknowns and setbacks. Planners don’t like unknowns. We like to work alongside your accountant or our accounting partners to ensure that all the financial ducks are clearly in line. We can more effectively create an accurate financial plan and if you need to make a quick decision, you can have all the relevant information at hand to help you make the best decisions.

  • Tax planning and compliance
  • Communication with CRA to resolve compliance issues
  • Interpreting the ever-changing tax laws
  • Accurate & unbiased financial statements
  • Help create more accurate financial forecasts and projections
Business Consulting

Savanti and an accountant can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we, as a team, can provide comprehensive, flexible strategies that address the issues affecting your business.

  • Business planning and financial projections
  • Buying/selling a business
  • Developing strategies for securing financing
  • Business valuations
  • Corporate and personal income tax planning
  • Accounting software selection and implementation
  • Accounting department outsourcing
  • Forensic accounting and litigation support
  • Acting as trustee for receivership, insolvency or bankruptcy

Want tax advice?

Accounting services are provided by our partner, Natalie Kelly, CPA

Website Contact