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

Licensed Insolvency Trustee providing debt advice you can trust throughout Manitoba and the Northwest Territories. Contact us today to discuss the options available to manage your debt.

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

Provide a tax friendly solution to health and dental benefits for small business owners and their staff. This alternative approach not only provides great tax savings for the business owner, it provides for flexibility in coverage for employees. We've been doing this since 2000 and have worked hard to be the lowest cost providers of these types of plans in Canada. Plus we just introduced our new APP, making claim submission even easier.

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

Having been in the financial industry for almost a decade, I have developed a personal belief system that is built on transparency, quality, education, selectivity and implementing established and proven investment theories for my clients.

The first step is sitting down and discussing in depth what you want your money to accomplish for you. From there I construct a detailed financial plan that once implemented, will set you on track to achieve your goals while providing security that you and your loved ones are properly protected.

200-1605 Regent Ave West
Winnipeg, MB R2C 3B3

Description

We offer full Financial & Business Planning Services to simplify and address all of our client's Personal and Business needs and enhance their Quality of Life.

We have extensive experience in the industry and have built the practice to fill the gaps in a typical financial institution.

We are a one stop shop and provide all services 'in house' from discovery to strategy to implementation and support. We do it all to ensure our clients are protected and they achieve their ideal outcome or their meaning of financial success.

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

World FInancial Group is a company that helps clients establish goals and gives them a clear strategy on how to reach them by building a stronger more sound financial foundation.

Our company also offers a business opportunity to help you get into the financial services industry.

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

Helping you design success through education, support and mentorship. We provide solutions for business, individuals and couples utilizing the MBTI, addictions education and counselling, Individual therapy and counselling, crisis intervention training, financial counselling and training, youth programs and more. "Imperfection is perfection to a beautiful perspective"

Description

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