Financial Growth Visualization

Your Financial Sanctuary in a Complex World

Look, taxes and estate planning aren't exactly anyone's idea of fun. But after 15+ years helping folks in Vancouver navigate the CRA's maze, I've learned that good financial strategy doesn't have to feel like pulling teeth. We're here to make it straightforward, personal, and honestly... a lot less stressful than you'd expect.

What We Actually Do

No fluff, no confusing jargon - just real help with the stuff that matters

Personal & Corporate Tax Prep

Whether you're self-employed or running a corp, we'll make sure you're not leaving money on the table. Filed hundreds of returns, caught way too many missed deductions to count.

Tax Season Relief →

Estate Planning & Trust Admin

Nobody likes thinking about this stuff, but your family will thank you later. We've helped dozens of families set up trusts and estate plans that actually work when they're needed.

Protect What Matters →

Financial Statement Work

Need compiled or reviewed statements for your bank, investors, or partners? We'll get your numbers organized and presentation-ready without the usual back-and-forth nightmare.

Clear Financials →

CRA Audit Defense

Got that dreaded letter from CRA? Take a breath - we've handled tons of audits and reassessments. Most times it's not as bad as it seems, and we know exactly how to deal with them.

We've Got Your Back →

Bookkeeping & Payroll

Running a small business means you've got better things to do than chase receipts. Let us handle the day-to-day number crunching so you can actually run your business.

Monthly Peace of Mind →

Strategic Tax Planning

This is where the real magic happens. We look ahead, not just backward. Income splitting, corporate structures, RRSP timing - all the strategies that keep more money in your pocket, legally.

Long-term Strategy →

What Our Clients Say

Real feedback from folks we've worked with

Ready to Sort Out Your Finances?

Let's grab a coffee (virtual or real) and figure out how we can help. First consultation's on us.