Taxation and Financial Planning Specialist Listings

Personal Financial Planning Specialty Listings

4QUARTERS ADVISORY GROUP CALGARY, Alberta Posted:  2016-09-29
Contact:  FRED  MERTZ  
101, 4603 VARSITY DRIVE NW
CALGARY, Alberta    T3A 2V7
Phone:  403-277-2605    Fax:  403-230-0955   
[email]    Cell:  403-815-1558   
www.4quartersadvisory.ca
4QUARTERS ADVISORY GROUP IS MADE UP OF PROFESSIONALS SPECIALIZING IN TAXATION, REAL ESTATE, FINANCIAL SERVICES, AND LEGAL. OUR MOTTO IS "FOUR PROFESSIONS.ONE FOCUS.YOUR FAMILY FARM." WE ARE DEDICATED IN HELPING FARMING FAMILIES IN ALBERTA FIND SOLUTIONS FOR THEIR FARMING NEEDS.
Specialties:  Personal Financial Planning
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Agrawal Associates Private Wealth Management with Investors Group Securities Inc Calgary, Alberta Posted:  2017-04-28
Contact:  Kaza  Smith  
2nd floor, 37 Richard Way SW
Calgary, Alberta    T3E 7M8
Phone:  403-727-2800-Ext.3008    Toll Free:  1-888-996-9990   
[email]   
www.agrawalassociates.com
Nobody cares more about your financial well-being than you. Our team, though, is right there with you. We've got your back. Tax, Estate & Succession Planning, Risk & Wealth Management, Cashflow, Philanthropic Solutions and Inter-generational Transitions. Where to start? Call today for your face-to-face meeting and we'll show you why our team is your solution. We will bring the coffee.
Specialties:  Personal Financial Planning
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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   
[email]   
www.cibcwg.com/arthur_williams
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:  Personal Financial Planning
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Attron Group, Inc. Camrose, Alberta Posted:  2010-11-19
Contact:  D. Bruce  Pound  
4825-48 Street
Camrose, Alberta    T4V 1L4
Phone:  780-672-6090    Fax:  780-672-0349   
[email]   
Attron Group, Inc. offers professional accounting & tax services to all business types, including farm and agribusiness. D. Bruce Pound, CFP and can offer personalized financial planning services and investment products, including life insurance.
Specialties:  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:  Personal Financial Planning
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CGL Strategic Business & Tax Advisors Red Deer, Alberta Posted:  2010-11-19
B102 - 356, 5212 - 48 ST
Red Deer, Alberta    T4N 7C3
Phone:  403-986-3829    Fax:  888-849-9245    Toll Free:  888-986-3829   
[email]   
www.CGLtax.ca
Based in Red Deer, servicing a radius around and including, Olds, Ponoka, Stettler, Rocky Mountain House. If you prefer, we will come out to meet you at your location. We are a specialty tax advisory firm and will work with your current accountant, if required, to make sure you advanced business, succession, and tax planning needs are met.
Specialties:  Personal Financial 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   
[email]   
www.thecatalystgroup.ca
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:  Personal Financial Planning
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Daye and Partners Chartered Accountants Edmonton, Alberta Posted:  2014-12-04
900, 10303 Jasper Avenue
Edmonton, Alberta    T5J 3N6
Phone:  780-761-2140    Fax:  780-761-2145   
[email]   
www.dayeandpartners.com
Daye & Partners is committed to providing personalized, proactive, and timely service and are dedicated to meeting the highest standards in accounting, assurance and tax services. We offer our clients Corporate and Personal Tax Planning, Accounting and Assurance Services, Advisory Services and Estate and Succession Planning. Our partners have more than 60 years combined of accounting and tax experience in the Agriculture and Agribusiness Sector and assisting with many significant transact
Specialties:  Personal Financial Planning
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Edwards & Edwards Public Accountants Cardston, Alberta Posted:  2010-11-19
Contact:  Dennis  Edwards  
384 Main Street
Cardston, Alberta    T0K 0K0
Phone:  403-653-3358    Fax:  403-653-3368   
[email]   
www.edwardsaccounting.ca
Specialties:  Personal Financial Planning
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Ensminger, Beck & Thompson Medicine Hat, Alberta Posted:  2013-03-11
307 - 579 3rd Street SE
Medicine Hat, Alberta    T1A 0H2
Phone:  403-526-5011    Fax:  403-526-1011   
[email]   
www.ebtca.com
Specialties:  Personal Financial Planning
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FBC Calgary Calgary, Alberta Posted:  2016-11-09
Contact:  Keith  Stephens  
3015 5 Ave NE #150
Calgary, Alberta    T2A 6T8
Phone:  403-735-6105    Fax:  403-735-5087    Toll Free:  1-800-265-1002   
[email]   
www.fbc.ca/alberta/calgary-tax-accounting
FBC Calgary offers farm and small business tax accounting and bookkeeping services in Calgary and surrounding area. In addition to filing your personal and business tax returns, we focus on year-round tax planning to provide tax saving strategies to save you the most money over the long term.
Specialties:  Personal Financial Planning
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FBC Edmonton Edmonton, Alberta Posted:  2016-11-09
Contact:  Dennis  Taylor  
10703 181 St NW
Edmonton, Alberta    T5S 1N3
Phone:  780-442-2665    Fax:  780-442-2668    Toll Free:  1-800-265-1002   
[email]   
www.fbc.ca/alberta/edmonton-tax-accounting
FBC offers farm and small business tax accounting and bookkeeping services in Edmonton and surrounding area. In addition to filing your personal and business tax returns, we focus on year-round tax planning to provide tax saving strategies to save you the most money over the long term.
Specialties:  Personal Financial Planning
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FBC Grande Prairie Grande Prairie, Alberta Posted:  2016-11-09
10027 101 Ave #201
Grande Prairie, Alberta    T8V 0X9
Phone:  780-539-0590    Fax:  780-539-5186    Toll Free:  1-800-265-1002   
[email]   
www.fbc.ca/alberta/grande-prairie-tax-accounting
FBC Grande Prairie offers farm and small business tax accounting and bookkeeping services in Edmonton and surrounding area. In addition to filing your personal and business tax returns, we focus on year-round tax planning to provide tax saving strategies to save you the most money over the long term.
Specialties:  Personal Financial Planning
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FarmON Bashaw, Alberta Posted:  2010-11-21
Contact:  Colleen  Trautman  
Bashaw, Alberta    
Phone:  780-608-7554   
[email]   
FarmOn.com
Growing up and living my whole life in an agricultural community I have come to learn firsthand the importance of acquiring information and planning. It is the reason I decided to pursue a career in this field. I have now over 10 years of experience working with Farming Families helping them with ideas and solutions to the many challenges facing our generation and the future of our family businesses. Register with our website FarmaOn.com and watch for updates of upcoming online presenta
Specialties:  Personal Financial Planning
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Faulkner Financial Services Ltd Beaumont, Alberta Posted:  2012-02-24
Contact:  Ron  Faulkner  
4407-50 St
Beaumont, Alberta    T4X 1C7
Phone:  780-929-9266    Fax:  780-469-4262    Toll Free:  866-929-9266   
[email]    Cell:  780-837-0637   
protectyourlifestyle.ca
Specialties:  Personal Financial Planning
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GUIDANCE PLANNING STRATEGIES CRANBROOK, BC Posted:  2013-09-20
Contact:  COLIN J  CAMPBELL  
127A KOOTENAY ST
CRANBROOK, BC    V1C 3T5
Phone:  250-417-0033    Fax:  250-417-0540    Toll Free:  877-417-0033   
[email]    Cell:  250-417-9626   
www.guidanceplanningstrategies.ca
I am a Certified Financial Planner and I work mainly with close held family businesses in the area of estate, succession and retirement planning. My region is eastern BC and Southern Alberta. My early childhood was spent on a beautiful fruit farm which was subdivided and sold when my Father died. My goal is to help families keep it in the family, create wealth for generations and pay the least amount of tax. Everyone needs a quarterback to keep the process moving, I'm the person for the j
Specialties:  Personal Financial Planning
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Grant Thornton LLP Camrose, Alberta Posted:  2015-06-01
Contact:  Beth  Kushnerick  
Suite 201, 4870 51 Street
Camrose, Alberta    T4V 1S1
Phone:  780-672-9217    Fax:  780-672-9216   
[email]    Cell:  780-781-6817   
www.grantthornton.ca
Grant Thornton is a leading Canadian accounting and business advisory firm providing assurance, tax and advisory services to private and public organizations. We help dynamic organizations unlock their potential for growth by providing meaningful, forward looking advice. We are focused on making a difference to our clients, colleagues and the communities in which we live and work.
Specialties:  Personal Financial Planning
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Grant Thornton LLP Wetaskiwin, Alberta Posted:  2015-06-01
Contact:  Jamie  Young  
5108 51 Avenue
Wetaskiwin, Alberta    T9A 0V2
Phone:  780-352-1679    Fax:  780-352-2451   
[email]    Cell:  780-361-7926   
www.grantthornton.ca
Grant Thornton is a leading Canadian accounting and business advisory firm providing assurance, tax and advisory services to private and public organizations. We help dynamic organizations unlock their potential for growth by providing meaningful, forward looking advice. We are focused on making a difference to our clients, colleagues and the communities in which we live and work.
Specialties:  Personal Financial Planning
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KBH Chartered Accountants Edmonton, Alberta Posted:  2016-01-18
Contact:  Ward  Thompson  
3825 93 St NW
Edmonton, Alberta    T6E 5K6
Phone:  780-463-8101    Fax:  780-462-4597    Toll Free:  1-800-461-1096   
[email]   
www.kbh.ca
KBH Chartered Accountants is a full-service accounting firm that provides financial and management advice to agricultural clients and businesses throughout Alberta. Our agricultural team works with a wide variety of owner-managed and corporate farms and has extensive experience in business consulting and financing, farm tax, corporate tax, succession planning, and corporate reorganizations.
Specialties:  Personal Financial Planning
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Liu & Associates LLP - Edmonton Edmonton, Alberta Posted:  2016-09-07
Contact:  Patricia  Liu  
Suite 300-10534 124 St NW
Edmonton, Alberta    T5N 1S1
Phone:  780-429-1047   
[email]   
www.liuandassociates.com/
Liu & Associates Edmonton is a full service professional accounting practice. We are an accredited member of the Canadian Institute of Chartered Accountants and provide our clientele with years of experience and diverse knowledge in today?s accounting procedures, and taxation laws.
Specialties:  Personal Financial Planning
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MNP Medicine Hat, Alberta Posted:  2010-11-19
Contact:  Tara  Lyttle  
666-4th St. SE Box 580
Medicine Hat, Alberta    T1A 7G5
Phone:  403-502-8472    Fax:  403-526-6218    Toll Free:  1-877-500-0786   
[email]    Cell:  403-878-0162   
www.mnp.ca
I am a partner and Chartered Accountant with the Agricultural Services team at MNP based in Medicine Hat. I grew up in a small town in rural Manitoba. This industry is my passion and I understand the concerns and opportunities facing producers. I enjoy the people and the honesty that they bring. I want my practice built on relationships with the clients that I work with, which is why I?m often more informal both in appearance and approach in my role perhaps than typical accountants.
Specialties:  Personal Financial 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   
klevy.mackieresearch.com/
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:  Personal Financial Planning
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Mel Petluk Professional Corporation Edmonton, Alberta Posted:  2013-01-09
Contact:  Mel  Petluk  
Suite 205, 10441 - 178 Street
Edmonton, Alberta    T5S 1R5
Phone:  780-965-4403    Fax:  1-866-899-9026   
[email]   
www.petlukca.com
Specialties:  Personal Financial Planning
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Mercer Wilde Group Lethbridge, Alberta Posted:  2012-12-03
Contact:  Iain  Mercer  
2 2620 5 Avenue North
Lethbridge, Alberta    T1H 6J6
Phone:  403-327-6100    Fax:  403-320-2026    Toll Free:  1 866 427 6100   
[email]   
We are a small business and agriculture focused firm of Chartered Accountants with our main office in Lethbridge and a part-time office in Picture Butte. Well over half of our clients are agriculture based. We have a wealth of experience and expertise in the office from a tax specialist, to a Chartered Financial Planner, to preparers of AgriStability forms.
Specialties:  Personal Financial Planning
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Origami Accounting Inc Edmonton, Alberta Posted:  2017-04-04
Contact:  Darren  Stroeder  
200-10225 100 Avenue NW
Edmonton, Alberta    T5J 0A1
Phone:  780-809-3500    Toll Free:  1-888-745-1315   
[email]   
www.origamiaccounting.com/
Origami Accounting is a full service bookkeeping and accounting firm in Alberta. We specialize in providing local small businesses and entrepreneurs with expert accounting solutions for a flat monthly fee. Our team of professional accountants will organize and manage all of your accounts, payroll, GST, tax return, and provide you with ongoing advice, so that you can spend more time running your business. Our unique service helps provide peace of mind and makes accounting simple & affordab
Specialties:  Personal Financial Planning
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Price & Comin LLP Lethbridge, Alberta Posted:  2016-11-08
Contact:  Ryan  Vadnais  
Suite 320, 3120-32 Street South
Lethbridge, Alberta    T1K 7B4
Phone:  403-388-5147    Fax:  403-524-4937    Toll Free:  1-855-388-1880   
[email]    Cell:  403-894-2748   
www.pricecomin.ca
Price & Comin is a public accounting firm located in Southern Alberta. We serve clients in a variety of industries throughout Alberta and Western Canada. We take pride in providing high quality, professional accounting services to individuals, businesses and organizations.
Specialties:  Personal Financial Planning
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Price & Comin LLp Cardston, Alberta Posted:  2016-11-08
Contact:  Ryan  Vadnais  
348 Main ST., PO Box 2800
Cardston, Alberta    T0K 0K0
Phone:  403-388-5147    Fax:  403-524-4937    Toll Free:  1-855-388-1880   
[email]    Cell:  403-894-2748   
www.pricecomin.ca
Price & Comin is a public accounting firm located in Southern Alberta. We serve clients in a variety of industries throughout Alberta and Western Canada. We take pride in providing high quality, professional accounting services to individuals, businesses and organizations.
Specialties:  Personal Financial Planning
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