TAX MANAGEMENT

Minimize Tax Obligations and Increase Your Earning Potential

TAX MANAGEMENT

OPTIMIZE YOUR FINANCIAL LIFE

Start with your Taxes. One step at a time!

When our clients inhale our experience & knowledge, they develop highly effective habits of wealth creation. Money and wealth begins to flow. We’ve built a Money Blueprint to help mentor you. Use it, adopt it and put it into practice and begin wealth creation TODAY!

Tax Focused

Personal Banker is a Tax-based financial services firm, and here’s why. By far, taxes are the biggest chunk that comes out of Canadians’ paychecks. The average Canadian pays a whopping 42% of their annual income in various forms of taxes! 
 
How does that make you feel? If you are frustrated, upset or just overwhelmed, that’s where we come in. We begin a partnership with you by ensuring that you have the most thorough and effective Tax Strategies working for you.

More Tax Savings

Personal Banker specializes in saving people tax. Why? Because, by far taxes remove the biggest chunk out of Canadians’ paychecks. The average Canadian pays a whopping 42% of their annual income in various forms of taxes. 
 
How does that make you feel? If you are frustrated, upset or just overwhelmed, that’s where we come in. We begin a partnership with you by ensuring that you have the most thorough and effective Tax Strategies working for you. Book an free no obligation appointment and let’s have a conversation.

Get Started with PERSONAL BANKER

Book A Time to Talk With Us

 Get Started with

PERSONAL BANKER

 

Book an Appointment

Tax Reclaims Here

Our clients LOVE our Tax Reclaim Program. Why? We make it easy for you. We do the work, you sit back and wait for results. We go back over up to 10 years of past Income Tax filing to reclaim money you didn’t realize you were eligible for.
 
The government collects more than $30 billion dollars annually from tax payers completely oblivious to the fact they overpaid or were eligible for refunds. We perform the analysis of your individual taxpayer filings, identify any eligible funds you may have missed and we complete amendments and reclaims on your behalf. Give it a go! You never know how much money may be waiting for you!

Tax Reclaim

Reclaim Program makes it easy for you to go back over up to 10 years of past Income Tax filing to reclaim money you didn’t realize you were eligible for.
 
With more than $30 billion dollars collected annually by the government, our service analyses individual taxpayer filings, identifies any eligible funds missed and completes amendments and reclaims on your behalf.It’s found money for you and a small commission for us! Everybody wins!

Let’s Get Started and Find You Your Money!

Book a No Obligation Free Consult

Time to Get Started

with your Tax Reclaim

Book an Appointment

Team Focused

At Personal Banker, we place a very high priority on simplifying every nuance of your financial life. 
From savings and investments, to credit cards and mortgages, real estate, accounting and taxation, long term care to estate planning, we have carefully built a team of experts  in each area of finance to serve you better. We all collaborate and work together to reverse engineer your money objectives. Your goals become our mission! 

Team Focused

At Personal Banker, we place a very high priority on simplifying every nuance of your financial life. 
From savings and investments, to credit cards and mortgages, real estate, accounting and taxation, long term care to estate planning, we select from our internal specialists, a team of experts  in each area of finance. Then we get them to work together to accomplish your financial objectives 

Start Assembling your Financial Team

Choose A Time in Our Calendar

Estate Focused

Though Estate Planning has to do with end of life concerns, that involve transfer of assets and property, the fact is NOW is always the best time to begin the process of properly looking after these affairs.
Personal Banker’s Wealth Management approach looks at Estate planning through a detailed Tax lens. We analyse the unavoidable Tax impact on your loved ones and establish Tax and Estate Friendly strategies to reduce, eliminate, defer or fund the burden of tax liability.

Estate Focused

Though Estate Planning has to do with end of life concerns, that involve transfer of assets and property, the fact is NOW is always the best time to begin the process of properly looking after these affairs.
PersonalBanker’s Wealth Management approach looks at Estate planning through a detailed Tax lens. We analyse the unavoidable Tax impact, and establish Tax and Estate Friendly strategies to reduce, eliminate, defer or fund for the tax liability.

Time to Initiate or Revisit your Estate Plans so You Can Avoid the Burden of Big Taxes on your Loved Ones

Book an Appointment Now

LET’S WORK TOGETHER! CONTACT US