30 minutes
30 minutes initial intake phone consult. Available to clients in the months of Jan - Feb, 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