Begin With the End

Begin With the End

We start with taxes, because taxes leave first.

Taxes Come First

At PersonalBanker our business is making your financial life as good as it could be. Whether you like it or not and regardless of your income level, Taxes make the biggest impact on Canadian finances. So we start right there.

Understand Your Reality

The PersonalBanker Goal is to understand your lifestyle reality and your entire financial picture. Then the real work begins. We begin laying the foundation to optimize your financial life… beginning of course, with Your Taxes.

We start with taxes, because taxes leave first.

Taxes Come First

At PersonalBanker our business is making your financial life as good as it could be. Whether you like it or not and regardless of your income level, Taxes make the biggest impact on Canadian finances. So we start right there.

Understand Your Reality

The PersonalBanker Goal is to understand your lifestyle reality and your entire financial picture. Then the real work begins. We begin laying the foundation to optimize your financial life… beginning of course, with Your Taxes.

Ready to Start Your 10 Year Tax ReCLAIM?

PersonalBanker clients recover an average of $4,200.00.

START HERE

Ready to Start Your 10 Year Tax ReCLAIM?

PersonalBanker clients recover an average of $4,200.00.

START HERE

RECOVER

The PersonalBanker RECOVER Process utilizes our proprietary Tax ReCLAIM Solution to unlock tax refunds you missed over the past 10 years.

More than $30,000,000,000 (Billion) of eligible refunds have gone unclaimed in the last 10 years. Just think of what you can do with that money.

So PersonalBanker conducts a deep, individualized analysis of your 10 year filing history, identifies the refunds you missed and delivers it to you. It’s a great way to start a long-term relationship.

We go back 10 years
to Recover money
you didn’t know you had…

Get Started Here

RECOVER

The PersonalBanker RECOVER Process utilizes our proprietary Tax ReCLAIM Solution to unlock tax refunds you missed over the past 10 years.

More than $30,000,000,000 (Billion) of eligible refunds have gone unclaimed in the last 10 years. Just think of what you can do with that money.

So PersonalBanker conducts a deep, individualized analysis of your 10 year filing history, identifies the refunds you missed and delivers it to you. It’s a great way to start a long-term relationship.

We go back 10 years
to Recover money
you didn’t know you had…

Get Started Here

Before
PersonalBanker

After
PersonalBanker

REDUCE

After we have completed the Tax ReCLAIM of your last 10 years. We’re ready to move forward ensuring that you minimize tax payments every year, from now on.

It’s not what you EARN. It’s what you KEEP! Our team of trained specialists begin working with you to Reduce your annual Tax load, debts and other typical financial peripheral items.

You’re on your way to a leaner, healthier, financial you.

LEARN MORE

Before
PersonalBanker

After
PersonalBanker

REDUCE

After we have completed the Tax ReCLAIM of your last 10 years. We’re ready to move forward ensuring that you minimize tax payments every year, from now on.

It’s not what you EARN. It’s what you KEEP! Our team of trained specialists begin working with you to Reduce your annual Tax load, debts and other typical financial peripheral items.

You’re on your way to a leaner, healthier, financial you.

LEARN MORE

RESOLVE

At PersonalBanker we take the long-view. Positioning you to win on the back-nine, is the most rewarding part of our three-part Tax Solution continuum.

And why is that? It’s All About Your Legacy.

Planning to effectively handle taxes tomorrow, is what enables your Wealth Accumulation to move from your hands, through the next generation, to future branches of your family tree.

LEARN MORE

RESOLVE

At PersonalBanker we take the long-view. Positioning you to win on the back-nine, is the most rewarding part of our three-part Tax Solution continuum.

And why is that? It’s All About Your Legacy.

Planning to effectively handle taxes tomorrow, is what enables your Wealth Accumulation to move from your hands, through the next generation, to future branches of your family tree.

LEARN MORE