Objective financial, tax, and estate advice

We believe advice should be exclusively advice: unbiased, objective, and not reliant on product sales, quotas, or incentives. The way we provide advice is through easy to understand examples and objective service, tailored to your circumstances and expectations. We just happen to provide financial advice.

Financial advice generally requires advice on taxes: income tax, GST, PST, HST, payroll tax, estate tax (probate fees), and the list goes on. Whether you are planning for retirement, buying a home, organizing your financial life, or starting a business, taxes impacts all of these decisions. Tax is at the core of Lamp Financial's practice.

Individuals & Families

• Planning to minimize income taxes over the long-term before filing

• Planning for immigration to, or emigration from, Canada and the related tax implications

• Preparation of tax returns and information returns

• Retirement income and expense projections before leaving work

• Analysing retirement income withdrawals during retirement

• Projections of distribution of financial assets upon death

• Assistance with estate distribution after death

• Assessment of insurance needs before purchase

• Analysis of existing and proposed insurance policies

• Projections for children’s education costs

• Strategies to reduce debts

• Assessment of your personal financial circumstances to achieve your goals

• Planning for maximizing charitable donations and related tax benefits

• Comprehensive personal financial planning

Corporations, Partnerships, Trusts & Charities

• Accounting services and preparation of financial statements

• Preparation of tax returns and information returns for corporations, partnerships, trusts, and estates, and charities

• Assisting business owners in complying with Canadian taxes

• Planning for a company, partnership, or trust to immigrate to, or emigrate from, Canada and the related tax implications

• Financial counsel on starting a corporation, partnership, trust, or charity

• Financial planning for family trusts, holding companies, or professional corporations

• Chief Financial Officer (CFO) services for private companies

• Treasurer services for charities

• Financial consulting for managing a business

• Guest speaker for financial workshops

Chartered Professional Accountant, and Chartered Accountant

CERTIFIED FINANCIAL PLANNER ® Professional

Process

Discovery

Meeting

Receive
Proposal

Engagement

Receive 

Information

Analysis

Present Report
or Tax Return

Regular Updates