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Tax Prepration Services

This service is reserved for esteemed clients and their families

Income tax checklist

Click to complete and submit fillabe form.

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You will be provided with a unique DropBox link for any/all supporting documentation

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Rental Property

Click to complete and submit a fillabe form for each property.

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You will be provided with a unique DropBox link for any/all supporting documentation

Home Office Form

Click to complete and submit fillabe form for home office

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You will be provided with a unique DropBox link for any/all supporting documentation

motor vehicle expense form

Click to complete and submit fillabe form for motor vehicle

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You will be provided with a unique DropBox link for any/all supporting documentation

CIRO
CIPF
CDIC
FP Canada
CFP
CICEA
CIM
FCSI
EPC

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Avesta Wealth

Know Your Advisor: CIRO Advisor Report

Designed Securities Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

Insurance products and services are offered by life insurance licensed Financial Advisors through Schacter Financial Inc.

Disclaimers

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