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Disclaimer GP Wealth Management Corporation, a member of the Mutual Fund Dealers Association of Canada, is a Mutual Fund Dealer registered with the Provincial Securities Commissions. Your Roche Financial Group Representative is licensed to sell and service mutual fund products and certain other approved securities as permitted under GP Wealth Management Corporation's registration. GP Capital Insurance Agency Ltd, is a distributor of insurance products. Your Roche Financial Group Representative is licensed to sell and service insurance products and certain other approved insurance products as permitted under GP Capital Insurance Agency Ltd. |
TAX PREPARATION
When you rely on us for tax services we ensure that you are aware of any products, special government concessions, new rules or anything that we have kept abreast of that could benefit you by structuring your financial affairs in the appropriate way.
We were in the accounting and tax service business when Trudeau introduced major tax reform and the capital gains tax in 1971. During our many years of experience we have attended hundreds of CRA audits and filed hundreds of tax appeals including preparation for tax court. Our win ratio on tax appeals has been at least 95%. We know the laws and how to document your entitlement to claim expenses so that your return will stand the test of audit.
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