Operating CanadaWide (except Quebec)

MEMBERSHIP

Membership programs that provides individuals and businesses with exclusive access to personalized financial, taxation, and insurance services, resources, along with tailored advice to help achieve their financial goals.

MEMBERSHIP

A Business Consultant offering comprehensive services via his Membership Programs

Free and Paid Resources

Articles, guides, and toolkits offering actionable insights in taxation, financial, and insurance industries.

Courses:


Short and long courses tailored to different topics, available in both free and premium versions.

Topics include tax filing, financial planning, understanding insurance policies, and more.

DIY Resources

Videos on various topics to enable members to handle basic tasks independently.

Hybrid Services

Combination of "Done For You" and "Do It Yourself" approaches to offer flexibility and convenience.

Webinars

Recorded webinars covering common concerns in taxation, financial, and insurance sectors, available on-demand.

Live webinars providing real-time interaction, networking opportunities, and expert insights.

One-to-One Support

Personalized services for detailed assistance

or custom solutions based on specific needs.

Custom Services

Coordination with real estate professionals, mortgage advisors, insurance companies, and financial institutions.

Custom webinars on requested topics, featuring detailed resources, quizzes, and certificates of completion.

Networking

Interactive live webinars offering chances to connect with like-minded professionals.

Every Month New Topics would keep added based on the requests received.

Detailed list of the topics could be accessed via the Free Membership SignUp.

Canadian Taxation Services

Tax Filing Services

  • Personal

  • Self Employed

  • Uber/Lyft

  • HealthCare

  • Corporation

  • GST / HST

Tax Advisory

  • Tax Savings

  • Tax Planning

  • GST/HST

  • Tax Dispute/s

  • Tax Optimization

Corporate Services

  • T2 Return Filing

  • GST / HST Filing

  • Bookkeeping

  • Annual Filing

  • Payroll/s

Misc Services

  • CRA Mail Handling

  • CRA Fax Handling

  • Tax Resources

  • Tax Trainings (DIY)

  • Tax Questionnaires

Canadian Financial Services

Financial

Planning

  • Tax filings

  • Compliance assurance

  • Liability reduction

  • Strategy development

  • Law adherence

Investment Management

  • RRSP

  • FHSA

  • RESP

  • TFSA

  • Non-Reg

  • Alternatives

Risk Management

  • Risk Profiling

  • Risk Portfolio

  • Case Studies

  • Custom Quotes

Estate Planning

  • Wills

  • Trust

  • Succession Plan

  • Probate

  • Tax Implications

Canadian Insurance Services

Life

  • Life

  • Critical Illness

  • Visitor to Canada

  • Super Visa Ins

Health

  • Health Benefits

  • Accident & Sickness

  • Disability

Cancer

  • Cancer

  • Cancer Relapse

P&C

  • Liability

  • Auto

  • Home

  • Tenant

  • Business

PRICING

Choose Your MemberShip Plan

FREE

$0/year

  • Access to FREE Resources

  • Videos, Audios, PDFs, Quizzes etc

  • Free Webinars (Recorded)

  • Request for a Topic of Concern

FREE

resources

$59/year

  • All in FREE Access

  • Free Webinars (Recorded)

  • Year around WhatsApp Support

  • Request for a Topic of Concern

  • Basic T1 Tax Filing ($30 Value)

Annual - cancel any year.

hybrid

$119/year

  • All in RESOURCES Access

  • Free & Paid Webinars (Recorded & LIVE)

  • Year around WhatsApp Support

  • Request for a Topic of Concern

  • Advanced T1 Tax Filing ($60 Value)

  • Basic CRA Support

Annual - cancel any year.

pro

$199/year

  • All in HYBRID Access

  • Videos, Audios, PDFs, Quizzes etc

  • Free & Paid Webinars (Recorded & LIVE)

  • Year around WhatsApp Support

  • Request for a Topic of Concern

  • Self Employed Tax Filing ($100 Value)

  • Basic CRA Support

Annual - cancel any year.

corporate

$299/year

  • All in PRO Access

  • Videos, Audios, PDFs, Quizzes etc

  • Free & Paid Webinars (Recorded & LIVE)

  • Year around WhatsApp Support

  • Request for a Topic of Concern

  • Self Employed Tax Filing ($100 Value)

  • Simple T2 Tax Filing ($250 Value)

  • Basic CRA Support

Annual - cancel any year.

corporate Plus

$599/year

  • All in CORPORATE Access

  • Videos, Audios, PDFs, Quizzes etc

  • Free & Paid Webinars (Recorded & LIVE)

  • Year around WhatsApp Support

  • Request for a Topic of Concern

  • Advanced T1/Self Employed Tax Filing ($100 Value)

  • Advanced T1/ T2 Tax Filing ($450 Value)

  • Basic CRA Support

Annual - cancel any year.

All above plans include Tax Filing for 1 Person only

Basic T1 Filing includes 2 x T-Slips at max. Extra Slips are charged $5/Slip

Basic CRA Support Includes 1-2 Query Handling Assistance

Custom

TBD

  • All in CORPORATE Access

  • Year around WhatsApp Support

  • Personal Priority Call Support

  • Request for a Topic of Concern

  • Advanced T1/Self Employed Tax Filing ($100 Value)

  • Advanced T1/ T2 Tax Filing ($450 Value)

  • Advanced CRA Support

  • Co-ordinating with Licensed Professionals

  • One-One Business Consulting

(Licensed Professionals would include Realtors, Mortgage Personals etc)

Services Ranging from $599-$2999

based on Work Involved.

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

@ Consultant Manpreet. All Rights Reserved 2020.