Our Services

Seven service areas covering protection, growth, compliance, structure, and clarity. Use one, or use all of them — they're designed to fit together.

Most firms specialize in one thing and refer you out for the rest. We'd rather keep the pieces connected, because that's where the value actually is: knowing that a change in your business structure affects your tax bill, which affects your RRSP room, which affects your retirement timeline, which affects how much insurance you actually need.

Below is what we do. If you're not sure which service you need — or whether you need one at all — start with a conversation. That part is free.

Tax Services Preparation, planning, and strategy for individuals and companies. Accurate returns today, and a lower bill next year. Investments Mutual funds, segregated funds, ETFs, and stocks — assembled into a portfolio that matches your goals and your timeline. Insurance Life, critical illness, disability, and long-term care coverage sized to your actual obligations. No more, no less. Registered Accounts RRSP, TFSA, RESP, FHSA, RRIF, and more — set up correctly and used in the right order, so the tax advantages actually reach you. Accounting & Bookkeeping Clean monthly books, financial statements, payroll, and GST — organized enough that you can make decisions from them. Business Consulting Buying, selling, starting, growing, or restructuring a business. Guidance at the decisions that actually move the value. Company Registration Incorporation and business registration across Canada — the right structure, the right jurisdiction, the right tax accounts.

Quick reference

What sits under each heading

Service area	Covers
Tax Services	Individual returns (T1) · Corporate returns (T2) · Tax planning · Tax strategies · Wealth planning · Tax advice · CRA correspondence
Investments	Mutual funds · Segregated funds · ETFs · Stocks · Portfolio construction and review · Retirement income planning · Investment advice
Insurance	Term life · Whole life · Universal life · Critical illness · Disability · Accident & sickness · Long-term care · Coverage reviews
Registered Accounts	RRSP · Spousal RRSP · TFSA · FHSA · RESP · RRIF · LIRA/LIF · RDSP · Group and employer plans
Accounting & Bookkeeping	Bookkeeping · Financial statements · Payroll · GST/HST and PST · Systems setup · Financial advice for owners
Business Consulting	Buying · Selling · Start-up and structure · Growth strategy · Marketing strategy · Restructuring · General advisory
Company Registration	Structure selection · Federal and BC incorporation · Name search · Share structure · Tax account setup · Ongoing compliance

Coming later

Two services we are building, and do not yet offer.

Phoenix West is built to grow with our clients. These are in development. We would rather say so than imply a capability we do not have today.

Real Estate Services

Guidance on buying, selling, and holding property as part of a broader financial plan.

Planned

Immigration Consulting

Support for newcomers navigating the path to permanent residency and citizenship.

Planned

Let's start with a conversation.

The first meeting is free and there is no obligation. Bring your questions — even the ones you think are too basic. Especially those.

236 998 5030 604 360 5565 604 360 2508

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