Sole Financial

At Sole Financial, we believe in empowering our clients to achieve their financial goals through personalized planning and collaboration. With a team of experienced professionals, we provide a comprehensive range of financial services designed to meet your individual needs and aspirations.

Our Expertise

Our team of certified financial planners and experienced professionals have a proven track record in assisting clients with:

Personal Tax Planning

• Fast and accurate individual tax preparation
• Minimizing tax liability through strategic planning
• Filing back taxes for prior years

Small Business Tax Optimization

• Understanding and claiming eligible tax deductions
• Maximizing tax savings through efficient planning strategies
• Assisting with CRA audits

Disability Tax Credits

• Comprehensive assessment and application process
• Ensuring you receive all available deductions and credits
• Streamlining the claiming process for maximum efficiency

Estate Planning & Final Returns

• Professional guidance through the complexities of final and estate tax filings
• Explaining eligibility criteria and complex tax regulations
• Supporting you through the emotional and logistical burdens of estate planning

Investing for Your Future

• Customized investment strategies tailored to your goals and values
• Ongoing portfolio analysis and rebalancing
• Regular progress tracking and communication

Our Commitment

We pride ourselves on:

• Providing personalized and customized financial plans
• Maintaining open and clear communication throughout the process
• Treating our clients with respect and professionalism
• Offering competitive fees and transparent billing

Our Mission

Our mission is to empower individuals and families to achieve financial security and pursue their dreams. By leveraging our expertise and personalized approach, we help our clients make informed financial decisions and reach their financial goals.