(Maximum 50 households) - Currently looking to add up to 10 new households
Clients who choose my tax preparation service package are individuals and families who are unable or unwilling to prepare their taxes.
They are looking for specific assisstance with how to file their returns and want to have a direct personal relationship with someone who understands their situation.
Tax Return Deliverable
I will electronically file your return with the CRA and provide assisstance during audits and re-assessments.
This is a breakdown of the newsworthy events from the month prior. It also includes links and insights to various useful websites and articles. This is done by email.
1Tax Preparation Meeting (once per year)
This meeting is designed for me to capture your tax situation, discuss details, and gather your tax information.
Email and telephone access for general tax advice.
Investment Planning ($250K in household investable assets)
Wealth Management ($500K in household investable assets)
Please contact for pricing.
1Meetings can be facilitated face to face, via phone, or online. House visits can be accomodated as needed.
Service delivery method is negotiable based on client needs.
Tax preparation products and services are provided through Ryan Napier - Tax Preparation, an independent company unrelated to Assante Capital Management Ltd. ("ACM"). Stocks, bonds and mutual funds are provided through ACM, a Member of the Canadian Investor Protection Fund ("CIPF") and Investment Industry Regulatory Organization of Canada. Only those services offered through ACM are covered by CIPF.