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

  • One Annual Review (1hr)

  • Access to Paid Newsletters

  • 1yr X T1 Filing included

Personal Tax Return worth $49 Included

Pay Once - Longterm Consultations

Priority Support

medium

$399

  • Year around WhatsApp Text Support

  • For individuals / new comers

  • One Annual Review (1hrs)

  • Access to Paid Newsletter

  • Access to Online Private Community

  • 3yr X T1 Filing included

Personal Tax Return worth $49 Included

Pay Once - Longterm Consultations

Priority Support

Advanced

$599

  • Year around WhatsApp Text/Calls

  • For individuals / new comers

  • One Annual Review (1hr)

  • Access to Paid Newsletter & Podcasts

  • Access to Online Private Community

  • 5yr X T1 Filing included

Personal Tax Return worth $49 Included

Pay Once - Longterm 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

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Proudly working 100% remotely in Canada, Post COVID-19

@ Consultant Manpreet. All Rights Reserved 2020.