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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. 

I am a retired legal assistant.  For the last 15 years of my career, I focused mainly on Wills and Estates.  I help others with estate questions or even Will questions.  As well, I have been the exectrix of approximately 7 estates.  I have also walked other executors through the estate process in several estates, including bank appointments, lawyers’ appointments, etc.  

Other than normal executor’s fees, I do not charge for my services.

I feel accreditations in this are would be extremely helpful.

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.