20 minutes
20 minutes initial intake phone consult. Available to clients in the month of Jan, prior to RRSP deadline. Appointments are conducted in virtual meeting format (video or phone conferencing).
Clients are asked to submit the following 1-2 weeks prior to scheduled appointment: estimates for income source, available tax credits, deductible expenses, and individual and family information. RRSP & tax planning preliminary results and recommendations will be provided during the scheduled appointm