Wealth Planning
Financial
Planning
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Do you dream of having a new home, summer cottage,
sailboat, or other of life’s pleasures? We will assist you to make this happen by putting a plan in place
to ensure that you can buy the things you desire.
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Your children’s
education will cost you many thousands of dollars. How will you afford it? Planning
today can help to make sure these funds are available when needed. Our plans take into consideration all government assistance that
is available today to help you achieve this goal.
Retirement
Planning
If
you are considering retiring, it will more likely become a reality if you
have a plan in place. It is never too early to start planning for retirement.
A retirement within the next five years will require a review to
ensure you have prepared properly. If the review shows your current course will not achieve your goal,
then a new one can be charted which will allow you to complete your dream. A written plan will also help to monitor your plan today and
throughout your lifetime. We can show you how.
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Estate
Planning:
Are
you aware of what would happen to your estate if you died tomorrow?
Who will step in and ensure that your wishes are addressed properly?
Are they up for the job?
Of your estate how much will the government take through taxation?
It can be reduced if you put the correct plan in place.
We can assist you to ensure this happens.
Church Pickard Online: is an outstanding new part of our commitment to providing fast, efficient,
and innovative solutions to business.
Winning Team |
John Annesley
B. A.,
C.A. Partner
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Grant McDonald
B. Sc., C.A. Partner
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Lorana LaPorte
B. Comm., C.A., C.F.P. Partner |
Lee-Anne Harrison
B.Sc., C.A.
Audit Manager |
Erin Macrae
B.A., C.A.
Associate |
Lilia Riabets
C.G.A.
Associate
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Peter Sinclair
Accounting
Supervisor |
Anna Owens
B.A., Articling
Accountant |
Kevin Jones
B.A., Articling
Accountant |
Sarah Zubkowski
B.A., Articling
Accountant |
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Paula Moscrip
B.A., Articling
Accountant |
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Margaret Moore
Accounting Technician |
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Sharon Campbell
Accounting Technician |
Wendy Huntingford
Administrative Assistant |
Kathy Sabourin
Receptionist, Accounting
Technician, Administrative Assistant |
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