Taxation and Financial Planning Specialist Listings

Calgary Location Listings

Arthur H. Williams Investment Advisor, B.A. Econ., CIBC Wood Gundy Calgary, Alberta Posted:  2013-06-03
Contact:  Arthur  Williams  
#600, 607 - 8th Ave Sw.
Calgary, Alberta    T2P 0A7
Phone:  403-260-0573    Fax:  403-260-0410    Toll Free:  800-332-1407   
In today's changed world, investment risk are less foreseeable than ever. Wondering if your portfolio strategy is at risk? Find out with our complimentary and confidential P.A.R.T. analysis. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
Specialties:  Life Insurance , Retirement Planning , Succession/Asset Transfers , Estate Planning , Personal Financial Planning
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Boschee & Company Chartered Accountant Calgary, Alberta Posted:  2010-11-26
Contact:  Bob  Boschee  
100, 2411 - 4th Street N.W.
Calgary, Alberta    T2M 2Z8
Phone:  403-282-8889    Fax:  403-282-5880   
[email]    Cell:  403-607-0442   
Full service CA firm for owner/ operator type farming and ranching business.
Specialties:  Retirement Planning , Business Structures , Succession/Asset Transfers , Estate Planning , Personal Financial Planning , Taxation Planning
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Catalyst - Assurance.Taxation.Advisory Calgary, Alberta Posted:  2014-11-26
Contact:  Candace  Roberts  
250 - 200 Quarry Park Blvd. SE
Calgary, Alberta    T2C 5E3
Phone:  403-296-0082    Fax:  402-296-0088   
Catalyst is a multi-disciplinary professionals services firm that provides accounting, assurance, taxation, financial planning, wealth management and corporate advisory services. With 40 years of experience dealing with agribusiness, and a agribusiness service team made up of people that all have personal experiences with the industry as well as professional, we have a deep understanding of the issues facing the industry and provide a unique two sided perspective when helping our clients.
Specialties:  Business Planning , Retirement Planning , Business Structures , Non-for Profits/Societies , Succession/Asset Transfers , Estate Planning , Personal Financial Planning , Taxation Planning
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Counsel West Law Calgary, Alberta Posted:  2010-11-19
Contact:  Colin  Simmons  
203, 200 Rivercrest Dr. SE
Calgary, Alberta    T2C 2X5
Phone:  403-252-1162    Fax:  403-259-2893   
Practice concentrated primarily in the area of agricultural law dealing with legal matters involving farm estate and succession planning, taxation, real estate, land, surface rights, livestock, farm corporations, farm partnerships, farm joint ventures and leases.
Specialties:  Business Structures , Estate Planning , Succession/Asset Transfers , Taxation Planning , Business Planning , Retirement Planning
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Davis, Daignault, Schick & Co Calgary, Alberta Posted:  2010-11-19
Contact:  Walter  Reimer  
830, 840 7 Avenue SW
Calgary, Alberta    T2P 3G2
Phone:  403-298-8683    Fax:  403-269-3540   
Specialties:  Business Planning , Taxation Planning
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EnerVal Business Valuation and Advisory Calgary, Alberta Posted:  2013-03-30
Contact:  Jason  Jack  
Calgary, Alberta    
Phone:  403-620-3183   
Professional services firm providing entrepreneurs and their advising partners with an accurate understanding of business value. Large amount of experience in the agriculture and energy sectors.Chartered Business Valuator.
Specialties:  Business Planning , Estate Planning , Business Structures , Succession/Asset Transfers
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Fred Mertz Professional Corporation Calgary, Alberta Posted:  2010-11-19
Contact:  Fred  Mertz  
#101 4603 Varsity Drive N.W.
Calgary, Alberta    T3A 2V7
Phone:  403-277-2605    Fax:  403-230-0955    Toll Free:  1-877-247-4829   
Farming for freedom is a unique full service program to help farmers and ranchers with monthly financial maintenance of your operation. A strategic package of services tailored to your needs which could include but not limited to bookeeping, tax preparation and planning and asset transfers. If a decision to sell your property is included in your plans we can also assist you with this life changing transition with minimal tax implications. We are all about providing you peace of mind.
Specialties:  Retirement Planning , Succession/Asset Transfers , Estate Planning , Taxation Planning
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Golemme & Associates Inc Calgary, Alberta Posted:  2015-07-09
Contact:  Al  Golemme  
N118, 6815 - 8th Street NE
Calgary, Alberta    T2E 7H7
Phone:  403-274-8814    Fax:  403-274-8967    Toll Free:  1-877-774-8814   
As a member of the Registered Public Accountants of Alberta, for over 25 years we focuses on all corporate and personal accounting requirements. We serve a wide range of business clients, which include construction, natural resource industry, manufacturing, computer industry, retail food services, professional consultants, and the agriculture industry.
Specialties:  Business Planning , Business Structures , Succession/Asset Transfers , Taxation Planning
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Mackie Research Financial Services Calgary, Alberta Posted:  2015-06-17
Contact:  Joseph  Xu  
9th Floor, 110 9 Ave SW
Calgary, Alberta    T2P 0T1
Phone:  403-218-6375    Fax:  403-218-6376    Toll Free:  18776050909   
[email]    Cell:  14032186398
Personal and business insurance can be an integral part of one's overall estate planning. If implemented correctly insurance policies in their simplest form help navigate you and your family through the most difficult of times, while providing security and financial support. There are a number of other advantages when adding insurance to your overall portfolio strategy, including (but not limited to) tax sheltering and an increased rate of return.
Specialties:  Business Planning , Life Insurance , Retirement Planning , Business Structures , Succession/Asset Transfers , Estate Planning , Personal Financial Planning , Taxation Planning
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