Canadian Financial Planning, Tax & Investments

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Dan-CA-CFP Canadian Financial Planning, Tax & Investments (Ontario)

Ottawa, ON K1H5P6
I am a Canadian Chartered Accountant and a former tax specialist with a big five firm for over 16 years.

I offer personal and small business tax advice and QuickTax T1 tax return review services. I am also a full-service Investment Advisor and a Certified Financial Planner (CFP).

I can answer most questions in a quick phone call (averages $5 for 2 minutes); others may take a bit of research, but I'll get back to you within 24 hours by email.

Questions by email will be answered using the Pay to View service - $10.00 for basic questions; $20 and up for those requiring more research. If it will be more than $10.00 then I'll quote a fee before making you Pay to View. All prices are in $US

I look forward to helping you!!

Professional Designation: CA, CFP

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