Personal

Bringing your Financial Goals to Life

When it comes to talking about your money, would you rather eat a jalapeno pepper and down it with hot sauce?

Or, have you been filing money in RRSPs for years but want to make sure you’re making the most of your investments?

Regardless of your relationship with money, we’re here to help.

We listen and develop a plan that aligns with your goals and lifestyle, making sure you feel in control of your financial future. Sounds nice, doesn’t it?

We truly love what we do, and that’s helping people feel empowered by the money they earn.

At Cross Street, we work with individuals on the following:

• Income Tax Return Preparation
• Tax planning re: RRSP, TFSA, RESP and unregistered investments
• Financial Planning
• Retirement Planning
• Terminal or Final Return of an Individual
• Estate Planning, Wills and Powers-of-Attorney
• Executor
• Capital gains on disposition of cottage and other properties
• HST issues with purchase/sale of business and real estate
• HST rebate for new homes

Want to connect?

Let’s meet and chat about where you’re at with your finances and where you want to be. Contact Us for an initial meeting.