Operating CanadaWide (except QC)
FREE FINANCIAL REVIEW
Unlock the Power of Possibilities with a Complimentary Consultation.
"Discover the Benefits of Expert Guidance - Absolutely Free"
🎁 Get a Free Financial Review
🎁 Just for Being Awesome!
💼 For All Clients of TaxClaims, InsuredYou, and Consultant Manpreet
If you’ve ever filed taxes with TaxClaims, received insurance advice from InsuredYou, or consulted with me at ConsultantManpreet.com
— I’ve got something special just for you!
🟢💬 As a thank you for your trust and your Google review, you're eligible for a Free Financial Review Session — no strings attached!
🔍 What’s Included in Your Free Review?
In a personalized 1-on-1 session (Zoom or phone), I’ll walk you through key areas of your finances to make sure you’re on track and not missing out on savings, benefits, or growth opportunities:
✅ Tax Optimization Check
We’ll review your last return and highlight areas to save more next year — RRSP, TFSA, family credits, small biz write-offs, etc.
✅ Benefits & Government Credits Review
Ensure you're getting everything you're eligible for — including childcare, GST/HST credit, Trillium, CCB, and more.
✅ Self-Employed & Small Business Planning
Running a side hustle or incorporated? Let’s talk HST, write-offs, payroll, and smart money moves to minimize CRA stress.
✅ Retirement & Investment Guidance
I’ll help you understand your RRSP/TFSA situation and how to plan long-term, even if you’re just getting started.
✅ New Immigrant or Healthcare / Software Professional?
I specialize in supporting professionals like you with tailored guidance and tools that fit your unique situation.
✅ Insurance Gaps & Coverage Review
Are you overpaying? Underinsured? We'll review your life, critical illness, disability, home & auto coverage — and suggest better-fit options if needed.
💡 Questions for Your Free Financial Review
📊 Tax Optimization
Are you maximizing RRSP, TFSA, or spousal contributions?
Have we claimed all credits available to you—tuition, family, healthcare?
Are you tracking business or self-employed expenses correctly?
Could you benefit from splitting income or income‑smoothing strategies?
🏠 Business & Side Hustle
Is your current structure optimal—sole proprietorship vs. incorporation?
Should you register for HST/GST this year?
Are you setting aside funds for quarterly taxes?
What small business deductions are you missing?
🧭 Investment & Retirement Planning
Are your RRSP/TFSA holdings allocated properly?
Do you have a clear retirement savings goal and timeline?
Are your investments tax-efficient?
📜 Estate & Legacy Planning
Do you have a will or powers of attorney in place?
Are your beneficiaries up-to-date?
Would an estate freeze or trust make sense (for business owners)?
🏥 Government Benefits & Credits
Have you applied for all relevant provincial and federal credits like CCB, GST/HST, Trillium, disability or seniors’ supports?
Might you be eligible for any new or lesser‑known programs?
🏡 Mortgage, Loans & Major Purchases
Do you have the proper tax slips or insurance letters ready for financing?
Could early planning help you lock-in better loan rates or payment terms?
📝 Recent Life Changes
Did you get married, divorced, have a child, or go through a job change?
Have you recently immigrated?
Did you start or wind down a business?
📂 Document Organization & Access
Do you have fast, secure access to past returns and insurance policies?
Is everything safely stored in digital format (PDFs, client portal, etc.)?
🔮 Proactive Planning
What are your top financial goals this year?
Can we set up quarterly check-ins to monitor and adjust?
Would you like help building a budget or cash-flow tracker?
🛡️ Insurance & Risk Coverage
Are your current life, disability, health, or critical illness policies sufficient?
Has anything changed since your last coverage review (job, family, income)?
Would bundling or new features improve your protection?
🆓 Plus—Bonus Included!
Free Business Tax Strategy Session: Wondering about structuring your new venture? Let’s plan it right!
🎯 Why Is This Free?
Because you’ve already shown support by leaving a Google Review, and I believe in building long-term relationships, not one-time transactions.
This is my way of saying thank you for trusting me with your finances, taxes, and insurance needs — and giving back something valuable in return.
🔐 Who’s Eligible?
✔️ You’re an existing or past client of: TaxClaims, InsuredYou and/or ConsultantManpreet.com
✔️ You’ve left a Google Review on one of my pages
✔️ You’re ready to level up your financial plan, even if it’s just for peace of mind
🗓️ How to Claim Your Free Review
1️⃣ Leave a quick Google Review if you haven’t already (I’ll verify it manually)
2️⃣ Click below to book your Free Financial Review session
3️⃣ Show up with your recent tax info, insurance policies, or questions – and I’ll handle the rest
👉 Book My Free Review Now
👥 Let’s Make Your Finances Work for You — Not the Other Way Around
I believe in simple, honest, and practical advice — with zero judgment.
If you’re ready to feel confident and in control, this Free Review is a great place to start.
📲 Have questions? Message me on WhatsApp or reach out through the contact form.
Because financial peace of mind should be personal — and accessible.
CONSULTANT MANPREET
IIM(C), LOMA, ALU, LLQP, CSC, RIBO, CFP (contd...)
Helping individuals, self employed, corporations and businesses in
Taxation, Insurance & Financial.
Helping individuals, students, new immigrants, permanent residents & foreign nationals over a FREE FINANCIAL REVIEW!
Helping individuals, self employed, corporations and businesses in
Taxation, Insurance & Financial.
Helping individuals, self employed, corporations and businesses in
Book FREE FINANCIAL REVIEW
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