Operating CanadaWide (except QC)

LONGTERM CONSULTATIONS

"Financial Problems never end. Their Solutions also should not"

LongTerm Consultations

Unlock Longterm Access to Expert Tax, Insurance, Business & Financial Guidance

I believe that trusted advice should grow with you — not expire. That’s why i've created the Longterm Access Plan: a one-time (covering limited time periods) payment for unlimited, ongoing access to my full suite of financial, insurance, business and tax consulting services tailored to individuals, families and newcomers to Canada.

Led by me — as an experienced Tax Professional, Insurance Advisor, Financial Strategist, and former Underwriter — this Longterm plan is designed to help you know about these industries, save money, reduce taxes, protect your wealth, and make smarter financial decisions for years to come.

If you are new to Canada, then this could be a real eye opener for many opportunities to which you would like to get hand holded and guided from time to time rather than spending your own time trying to find custom info you need during your initial settlement years in Canada.

Canada is always "YOURS TO DISCOVER". So make a Smarter MOVE!

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 longterm value—fed by fresh content and regular check-ins.

  • Optimize your Personal Tax Returns every year before you end the Financial Year.

  • Optimize your Investment Portfolio every year before the end of the Financial Year.

  • Guidance / Navigation for the best Risk Coverages for your Home and Auto (Renewal included).

  • Assistance for your Risk Management for Life & Health.

  • Guidance / Navigation for buying your 1st Auto and Home in Canada.

Consultations

  • One-to-One call

  • Consult througout year.

Priority Support

  • Email access within 24-48hrs

  • Business hours WhatsApp text

Reference Resources

  • Guides, Courses, Webinars

  • Recorded Webinars

Add-On Discounts

  • 20% off extra deep-dive calls

  • Investmen Portfolio review

  • Business Incorporation

Member only Webinars

  • Exclusive Members only Webinars

  • Q&A Sessions

Member only Workshops

  • Exclusive Member only Workshops

  • Q&A Sessions

Private Community

  • Private Online Community Access

Personal Tax Filing

  • 2 x T4 Slips included

  • 2 x RRSP Receipts included

  • $5/Extra Doc charges

  • Self Employed Return Excluded

Newsletters/Podcasts

Access to Paid Newsletters & Podcasts covering

  • Taxation

  • Financial

  • Business

  • Insurance

CONSULTANT MANPREET

MBA-IIM(C), LOMA, ALU, LLQP, CSC, RIBO, CFP (contd...)

PRICING

Choose Your Longterm Consultation Plan

LITE

$149

  • Year around WhatsApp Text Support

  • For Individuals / New comers

  • Tax Optimize Annual Review (1hr)

  • Paid Newsletters & Podcast Access

  • Access to Private Online Community

  • T1 Filing included for 1yr

  • 1yr of Consultation

  • Access to Resource Library

1 x Personal Tax Return worth $49 Included

Pay Once - Longterm Consultations

Priority Support

medium

$399

  • Year around WhatsApp Text Support

  • For Individuals / New comers

  • Tax Optimize Annual Review (1hr)

  • Paid Newsletter & Podcast Access

  • Access to Private Online Community

  • T1 Filing included for 2yrs

  • 3yr of Consultation

  • Access to Resource Library

3 x Personal Tax Return worth $49 Included

Pay Once - Longterm Consultations

Priority Support

Advanced

$599

  • Year around WhatsApp Text/Calls

  • For Individuals / New comers

  • Tax Optimize Annual Review (1hr)

  • Paid Newsletter & Podcast Access

  • Access to Private Online Community

  • T1 Filing included for 5yrs

  • 5yr of Consultation

  • Access to Resource Library

5 x Personal Tax Return worth $49 Included

Pay Once - Longterm Consultations

Priority Support

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

@ Consultant Manpreet. All Rights Reserved 2020.