Book
Book a 20-minute review
One call, no charge and no obligation. At the end of it you will know the three things we would raise first, and whether any of them is worth another conversation.
What to bring
- Your certificate of authorization
- From CPSO or RCDSO. It tells us how the corporation is set up and who can hold shares.
- Your last corporate return
- The T2 and the schedules, if you have them. The notice of assessment on its own is still useful.
- Your current coverage
- Disability, critical illness and life certificates, including anything through OMA Insurance or CDSPI.
If you only have one of the three, bring that one. We would rather start with something real than with a questionnaire.
Pick a time
Booking opens shortly. Use the form and we will reply within one business day.
Or send it in writing
If a form suits you better than a calendar, use this one. We will reply within one business day.