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Canadian Chartered Professional Accountant (CPA, CA) with a general practice focusing on owner-managed businesses. We are the Canadian owner-managed business owner's choice for on-line professionally designated tax accountants.

Areas of practice include:
- assurance (audit & review engagements)
- tax advice, tax planning and tax preparation services, for individuals, partnerships, corporations, trusts and non-residents of Canada.
- deceased persons and estates; did you once agree to be an executor for someone's estate and now they have passed away? Being an executor is a daunting job which can consume more time than you ever imagined. We can help guide you through the tax compliance associated with an estate.

Area of professional interest: the use of technology in the work of professional accountants and tax practitioners to achieve work-life balance, enhance firm productivity with the end goal of increasing client value.

Specialties: service to Spanish and German speaking clients.

Plan with Joy Financial Services Inc. specializes in Permanent and Term Life Insurance, Critical Illness Insurance, Income replacement plans, Individual and Group Health and Dental benefits, GIA, RRSP, RESP, RDSP, FHSA, TFSA, Non-registered Investments and Investment Loans. 

Some people see financial planning as a puzzle where the pieces don’t always fit together. As an Edward Jones advisor, I help you connect the pieces in a way that makes sense for your life, so your financial future feels clear and achievable.

I help individuals, couples, families and business owners achieve their most important goals with comprehensive financial advice, guidance and planning. Whether you’re just starting out, in your peak earning years, or mapping your transition into retirement, I can support you with plans that address all of your financial needs - including tax-efficient strategies for investing, protecting your wealth, and building a strong legacy. I’m especially passionate about supporting clients through life’s big changes and helping them feel empowered to shape their future.

I believe that successful financial planning requires an equal measure of head and heart. And with me, you get both: a strategic and analytical partner who cares deeply about your success.

From a young age, I’ve had a natural affinity for numbers and problem-solving, which helps me pinpoint opportunities to reach your goals more effectively and head off potential risks before they arise. My clients also benefit from my love of learning and constant drive to earn new credentials - which bring new experience and fresh perspectives to our strategies.

At the heart of my practice is a simple philosophy: financial advice should be as personal as the lives it touches. That’s why I’m here to be your sounding board for long-term decisions, not just transactions. With me, you can expect thoughtful questions, ongoing partnership, and a shared vision for the life you want to create.

My practice is supported by a branch team that shares my commitment to thoughtful, personalized experience, working together to help you feel confident and supported at every stage of your financial journey.

When I’m not helping my clients, I enjoy an active lifestyle with my husband and our blended family of five - from weekend biking adventures to all the joys that come with a full house.

Are you ready to build a financially secure life on your own terms? Please get in touch and we can explore the possibilities.

Lauren is an associate lawyer at Scharfstein LLP, a full-service law firm in Saskatoon, Saskatchewan. 

Lauren
maintains a general practice with a special focus on corporate and commercial
law, wills, trusts and estate planning, and estate administration. 

My goal is to safeguard families from unnecessary stress, delays, and costly mistakes by making sure they have the support and information they need throughout every aspect of life.  

Providing the following services:

-Accounting, bookkeeping, Financial Statements prepared for Income Tax Purposes

-Income Tax preparation and planning-personal, small business and corporations

-Financial and Tax Planning

-Consulting

Kim is a seasoned advisor with 18 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years.  Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients.  She believes financial planning goes far beyond the numbers.  She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective.  In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.

Kim lives in Bolton with her husband and 3 daughters.  She is a community advocate and is a proud member of the local chamber and is a past Chair.    

Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), is Life Licensed and an Investment Representative, and a securities licensed Financial Advisor.