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Shawn Pitre
Abby Foster
Niki Dunn
David Rawson
Jordan Dennis

Tel: 519-344-6872

Address
429 Exmouth Street
Suite 203
Sarnia, ON
N7T 5P1
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Other Locations

1362 Lambton Mall Rd
Sarnia, Ontario
N7S 5A1

6 Ontario St
Grand Bend, Ontario
N0M 1T0

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Tax Planning Strategies
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Federal Budget Review 2019
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Personal Tax Calendar 2019
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2019 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Tax Slips Overview
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.
Consider Tax-Loss Selling in Your Year-End Planning
This article explains how tax-loss selling works, and what to consider before implementing the strategy.