Tom Corsmeier Tax Services has helped improve people's finances and quality of life for over 20 years.
We strive to listen carefully to our clients when identifying their needs and making recommendations.
We specialize in financial advisement, investments, and insurance solutions as well as personal tax services, final returns, and trusts.
For many years as a CPA,
CA advising companies and their owners in financial matters, assisting individuals,
executors and trustees in pre-planning and/or administering estates is a
consistent continuation of service. Settling an estate can be difficult,
complicated and time consuming. I help navigate the process and co-ordinate the
group of parties involved – as examples - lawyers, accountants, financial
institution(s) and investment managers.
Rob became a lawyer in January 1988, and has practised law in the North Okanagan for over 28 years. Estate administration is a major part of Rob's practice. Rob has advised executors and administrators on many estates and has himself served as an executor and administrator. Rob brings a practical and empathetic viewpoint to his practice and ensures that his advice is clear and tasks are done in a timely manner.
The world of financial services can be complex and difficult to navigate a clear path to your future. Deneen takes a practical and realistic approach to developing a personalized financial plan tailored to meet your needs and goals.
Deneen Cunningham
CFP, CLU, CHFC, CHS
At Lane Cuthbert Financial, we know you want to build a successful and stable financial future. You’ve worked hard to save and invest your money wisely, but are feeling confused and discouraged at how to set up your Estate effectively.
We believe planning for your future doesn’t need to be complicated. We help clients, just like you, cut through the confusion and build secure financial futures.
With our support and a custom strategic plan in place, you can earn, invest and build a legacy with confidence.
Sole-practitioner CPA, CA, LPA. Clients are mainly Businesses, but many non-profits, Estates and Individuals as well. Services include, financial, accounting, personal and corporate taxes.
I am the owner of Prominent Realty Inc., Brokerage.
I have over 20 years of Real Estate Experience.
We believe in providing top service as well as treating every client with respect.
We also offer many risk reversal programs within the course of our transactions to give our clients peace of mind throughout the buying and selling process.
I AM A LIFE INSURANCE ADVISOR WITH ONE MISSION FIRST AND FOREMOST PROTECTING AND DOING WHAT IS RIGHT FOR THE CLIENT !