City View Financial Solutions

A Trusted Team of Professionals for Your Financial Success

City View Financial Solutions has been guiding clients towards financial security and success for over three decades. Founded by a team of experienced chartered professional accountants, accountants, and bookkeepers, we combine expertise and personalized service to craft tailored solutions for every client.

What Sets Us Apart?

We believe in building strong, lasting relationships with our clients. We take the time to understand your unique financial goals, challenges, and aspirations. Our team works collaboratively with you to develop and implement customized plans that align with your specific needs.

Tax Services

• Comprehensive tax planning and compliance for individuals and businesses
• SR&ED tax credit claims and US tax planning assistance
• Tax optimization strategies to minimize your tax burden

Personal Financial Services

• Retirement planning and investment management
• Cost management of your investment portfolio
• Estate planning, including wills, trusts, and power of attorney
• Life and disability insurance planning

Assurance & Related Services

• Accounting services tailored to your needs, including bookkeeping, financial reporting, and payroll assistance
• Review engagements and compilations
• Audits to ensure financial accuracy and compliance

Business Advisory & Consulting

• Business structuring and start-up guidance
• Purchase and sale advice
• Financial planning for individuals and corporations

Our Commitment

At City View Financial Solutions, we are dedicated to providing:

• Client-centered service: We prioritize your needs and goals in every step of the process.
• Transparency and communication: We provide clear and concise explanations of your financial situation and recommendations.
• Expertise and experience: Our team stays updated on the latest industry trends and regulations.
• Tailored solutions: We design plans that fit your unique situation and goals.

Partnering for Success

We believe financial success is a journey, not a destination. We are committed to partnering with you for the long haul, offering ongoing support and guidance as your needs evolve over time.