Description

Service
Accounting
- Personal and corporate taxes (T1, T2 & T3) as well as tax planning
- Accounting services including Inventory management, Payroll and A/P & A/R management
- Prepare or support in preparation of financial statements, computer supports for quickBook, SAG or Simply Accounting, and other system the business uses.
- Compilation or notice to the reader
- Assurance (review and audit)
- Employee training
Consulting
- Client’s business assessment and identify the weaknesses and strengths to find solution to overcome the weaknesses,
- Advice for expansion or new venture
- Offer business ideas to clients
Subcontract
- Project management to complete the assigned tasks
- Controller, CFO or other positions the client required to oversees the business
- To facilitate business change and to develop the company policy and procedures as well as risk management

Description

BDO in Canada is the country's fifth largest single national accounting and advisory partnership. BDO's services run from assurance accounting and taxation services to financial advisory and corporate recovery. Whether it's bringing your tax load down to the minimum preparing financial statements the marketplace can trust or helping you overcome financial hurdles BDO is the accounting services firm for you.

Description

Carels Financial Services Inc. is a financial consulting business offering investment and insurance products and services such as Group Benefits RRSP's TFSA's RIF's Non-registered Investments Life Critical Illness and Disability Insurance.

Description

Castle Insurance provides a broad spectrum of services including Insurance Solutions, Investment Solutions, and Equipment Leasing/Financing Solutions.

Whether you are just starting on your entrepreneurial journey or you are a seasoned business owner - we can help protect your health and/or your business's health. We provide customized solutions tailored to your specific needs.

Types of solutions offered include life insurance, disability insurance, critical illness insurance, health/dental plans, group benefits, travel insurance, long-term care insurance, financial planning, investment strategies, and equipment leasing.

Description

"Specializing in insuring business owners"

I can assist you, and those you care about, to ensure your financial security now and through every stage of your life. You'll benefit from my wealth of knowledge and experiences gained through my extensive history of working with entrepreneurs and business owners. Be assured by my CERTIFIED FINANCIAL PLANNER® designation, obtained 25 years ago, that I have the financial expertise behind me. Of course, I continue to stay current in today’s every changing environment through professional courses and seminars.

For each of my clients, I take the time to gain comprehensive understanding of their unique situation before presenting well reasoned recommendations. As an independent financial advisor, I am able to offer solutions from many insurers and companies. Specializing in insuring business owners and professionals, I can implement and stay on top of a plan custom tailored to you.

Personally, I enjoy spending time with my three sons, participating in triathlons, yoga, camping and fundraising. I encourage you to introduce me to charitable organizations you care about; I would be pleased to assist their donors with legacy gifting strategies. Together we can make a difference!

Angie Wittmann, CFP®
CERTIFIED FINANCIAL PLANNER®
Life & Health Insurance Business Advisor
Desjardins Financial Security Investments Inc.
awittmann@investdfsi.ca
204-925-7420 ext 7416

Life and Health Insurance licensed in Manitoba. Life and Health Insurance products are provided through Desjardins Independent Network Insurance Agency. Desjardins Independent Network Insurance Agency is a business name of Desjardins Independent Network Insurance Inc. which also operates in BC under the assumed name Desjardins Independent Network Insurance Agency Inc. Segregated funds in self-directed accounts are offered through Desjardins Financial Security Investments Inc.

Description

At Dun-Rite Professional Services we focus on helping businesses and individuals with their bookkeeping income tax concerns and business consulting. Our services are customized to your individual needs as every business and individual is unique with their own challenges. Call us today to learn first hand how we can help.

Description

Intent Planning Group is a collaborative collection of professionals who work to optimize your current and future financial goals. We excel at making your financial hopes, wants and dreams.

We work with clients to ensure their plans – wealth accumulation, business exit planning, farm succession, estate planning – are built with a solid understanding of each individual’s current situation and ultimate goals to develop a path to get from today to tomorrow.

Description

Investments, Insurance, and Group Solutions.

Providing financial services to individuals and small businesses in Canada. Advocating and increasing the need for financial literacy to the Canadian public.

887 Corydon Ave
Winnipeg, MB R3M 0W7

Description

With a smile provide services to get your taxes done both for yourself and your company - help with bookkeeping issues or do it for you - need help? Just call! Available in Manitoba or anywhere in Canada.

Description

Savante Insurance Inc. helps protect the things most important to you from the risks presented by everyday life.

Holding ourselves to the highest ethical standards we support you in choosing your future insurance coverage with the assistance of the most knowledgeable and trustworthy professionals.

We understand your needs and exceed your expectations with superior service, education, and products.

Description

It is expensive to hire a full time CFO or CPA. But even startups, small and medium sized business prosper from having a professional CPA in their office and working on their financial reporting systems. Don't wait for your year-end accountant to find the issues. Having a partner working directly with you and your staff, ensuring everyone is trained along the way and the information is accurate and useful.

With Sophia Schroeder, CPA, CGA you share the cost of a proven CPA and you get a dedicated employee who views all clients as their own business.

Description

Our Mission Statement

Trend Collection and Bailiff Services Ltd. is committed to helping businesses collect unpaid accounts and recover debts by using experienced collectors, bailiffs and process servers who are respectful and compassionate toward customers and their individual situations.

Description

At Udynamics, we provide support to individuals and families through counselling, education and mentorship. We offer private individual, couples and family therapy using a trauma informed approach. Our mental health and addictions recovery clinic offers treatment for substance abuse and behavioral addictions using a holistic model to provide health, healing and recovery in all areas of life. Other services include active therapy, massage therapy, essential oils therapy, nutrition counselling, health and wellness consultations and life coaching. We strive to provide a genuine, client centered approach to services, removing unnecessary barriers. Contact us anytime for support.

Description

Financial literacy education and brokerage for financial products including insurance, investments and mortgages.