Operating CanadaWide (except QC)
LIFETIME CONSULTATIONS
"Problems never end. Their Solutions also should not"
Lifetime Consultations
Unlock Lifetime Access to Expert Tax, Insurance & Financial Guidance
At Consultant Manpreet, we believe that trusted advice should grow with you—not expire. That’s why we created the Lifetime Access Plan: a one-time
payment for unlimited, ongoing access to our full suite of financial, insurance, and tax consulting services tailored to individuals, families, newcomers to Canada, and incorporated professionals.
Led by Manpreet — an experienced Tax Professional, Insurance Advisor, Finance Strategist, and former Underwriter with an MBA — this lifetime plan is designed to help you save money, reduce taxes, protect your wealth, and make smarter financial decisions for years to come.
Why it’s Valuable
Adds long-term stability and easy planning for clients—especially entrepreneurs, newcomers, families.
Shifts focus from one-time service fees to ongoing partnership.
Builds loyalty, referrals, and clients lifetime value—fed by fresh content and regular check-ins.
Priority Support
Email access within 24-48hrs
Business hours WhatsApp text
Educational Resources
Guides, Courses, Webinars
Recorded Webinars
Add-On Discounts
20% off extra deep-dive calls
Portfolio review
Career,
Business Incorporation
Member only Webinars
Exclusive Members only Webinars
Q&A clinics
Member only Workshops
Exclusive Member only Workshops
Q&A clinics
Private Community
Private Online Community Access
Networking Access
Optional access to Networking
Newsletter
Taxation
Financial
Business
Insurance
CONSULTANT MANPREET
IIM(C), LOMA, ALU, LLQP, CSC, RIBO, CFP (contd...)
PRICING
Choose Your Lifetime Consultation Plan
LITE
$999
Year around WhatsApp Text Support
For individuals / new comers
One Annual Review (1hr)
Access to Paid Newsletters
1yr X T1 Filing included
Pay Once - Lifetime Consultations
Priority Support
medium
$1799
Year around WhatsApp Text Support
For Sole Proprieters
One Annual Review (2hrs)
Access to Paid Newsletter
Access to Online Private Community
1yr X T1 Self Empl Filing included
Pay Once - Lifetime Consultations
Priority Support
Advanced
$2999
Year around WhatsApp Text/Calls
For InCorporated Professionals
Two Semi-Annual Reviews (1hr each)
Access to Paid Newsletter & Podcasts
Access to Online Private Community
1yr X T1 & T2 Filing included
Pay Once - Lifetime Consultations
Priority Support
Survey
New Immigrant Mastery Program
I'm currently finalizing the New Immigrant Success Membership —a comprehensive online program designed to support newcomers like you in building a successful life in Canada.
To help me decide on the right pricing and schedule, I’d really appreciate if you could take a few minutes to complete this short survey. Your feedback will ensure the program is both affordable and accessible for those who need it most.
This membership will offer step-by-step guidance on:
Securing essential documents
Finding meaningful employment
Understanding Canadian insurance and financial systems
Planning for health, education, and long-term legal needs
Navigating cultural integration with confidence
Plus, members will get access to interactive webinars, one-on-one support, and a growing resource library tailored to new Canadians.
If this sounds like something that could help you—or someone you know—please take the survey today. It only takes 1–2 minutes, and it would mean a lot!
Some Details about the Course are below
1. Welcome to Canada
a. Welcome to Canada
b. Discover Canada
c. Canadian Schooling
d. Local Area Guide
e. Health & Wellness Planning
f. Transportation and Mobility
g. Networking and Community Building
h. Continuous Learning & Updates
i. Setting Up Utilities and Essential Services:
j. Emergency Services and Safety:
k. Discounts & Special Offers
l. Additional Features
m. Exploring Canadian Nature and Outdoor Life
n. Weather and Seasonal Adaption
2. Canadian Volunteering
a. Volunteering and Giving Back
3. Legal Canada
a. Legal and Administrative Guidance
b. Legal Support Services
4. Canadian Business
a. Starting your 1st Business in Canada
b. Canadian Businesses
c. A Guide to Incorporation
d. A Guide to Incorporation Expenses
e. A Guide to Corporation Withdrawals
5. Child Education Management
a. Children Investments
b. RESP Guide
c. RESP Illustration
d. The Unlimited RESP Alternative
6. Canadian Citizenship
a. Canadian Citizenship Preparation
7. Canada Culture
a. Cultural Integration
b. Language & Communication
8. Canadian Investments
a. Understand the Canadian Investment Landscape
b. Set Clear Financial Goals
c. Leverage Tax-Advantaged Investment Accounts
d. Diversify Your Investments
e. Understand Risk Tolerance and Time Horizon
f. Start Small and Automate Investments
g. Learn About Real Estate Investments
h. Avoid Investment Fraud
i. Monitor and Rebalance Your Portfolio
j. Seek Professional Advice
9. Retirement Management
a. Understand Canada’s Retirement System
b. Build Your Retirement Savings Early
c. Learn About Employer Pension Plans
d. Determine Your Retirement Goals
e. Factor in Residency and Work History
f. Manage Taxes in Retirement
g. Protect Against Inflation and Longevity Risk
h. Plan for Healthcare Costs
i. Manage Debt Before Retirement
j. Review and Update Your Retirement Plan Regularly
10. Investment Management
a. Registered Retirement Savings Plan (RRSP)
b. RRSP Guide
c. Tax-Free Savings Account (TFSA)
d. TFSA Guide
e. Mutual Funds
f. Segregated Funds
g. Segregated Funds Guide
h. Risk Tolerance and Investor Profile
i. Risk Tolerance Guide
j. Investor Profile Guide
k. Investor Profile Questionnaire
l. Investor Profile WalkThrough
m. Investment Management Tips for New Immigrants
11. Risk Management
a. Introduction to Insurance Planning
b. Assess Your Risks
c. Obtain Health Insurance
d. Protect Your Income with Disability Insurance
e. Buying your 1st Disability Insurance in Canada
f. Buying your 1st Income Protection Insurance in Canada
g. Secure Your Family with Life Insurance
h. Buying your 1st Life Insurance in Canada
i. Build an Emergency Fund
j. Invest in Critical Illness Insurance
k. Buying your 1st Critical Illness Insurance in Canada
l. Protect Your Home with Property Insurance
m. Safeguard Your Vehicle with Auto Insurance
n. Buying your 1st Car in Canada
o. 11 Ways to Lower Your Auto Insurance Premium
p. Auto Insurance Accident Checklist - Ontario
q. Auto Insurance Extensive Checklist
r. A Complete Guide to Lower Auto Insurance
12. Auto & Home Insurance Management
a. Understand Auto & Home Insurance
Requirements in Canada
b. Shop Around for the Best Insurance Provider
c. Choose the Right Coverage
d. Build Your Driving History
e. Understand Factors Affecting Insurance
Premiums
f. Discounts and Cost-Saving Tips
g. Manage Claims Effectively
h. Renew and Review Policies Regularly
i. Avoid Common Pitfalls
j. Know Your Rights as a Consumer
13. Canadian HealthCare
a. Introduction to Canadian HealthCare System
b. Guide to Canadian Health Care System
14. Canadian Taxation
a. How to Open MY CRA ACCOUNT
b. How to Register for a New CRA Account
c. Navigating Post-Tax Filing Challenges
d. Tax Planning
e. Working out your own Tax Owing/Refund Amounts
f. Understanding Tuition Credit Optimization
g. Understanding CRA Notices
h. Tax Optimization for Uber Drivers/Gig worker
15. Real Estate Management
a. Housing & Accomodation Assistance
b. Buying your 1st Home in Canada
16. Canadian Schooling
a. Education & Childcare
17. Canadian Banking
18. Resources
19. More topics coming soon...
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 Canadawide
Helping individuals, students, new immigrants Canadawide
Helping individuals, self employed, corporations and businesses in
Reviews for Consultancy
Reviews for TaxClaims
Proudly working 100% remotely in Canada, Post COVID-19
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