Life Insurance and Insured Investments are offered through Canadian Financial Strategies, Inc.
Offering insured investments, term and permanent life insurance, annuities, health & dental, private health services plans. Have you sheltered all available investments? What are you worth to your family and loved ones?
Mutual Funds offered through Keybase Financial Group
We take an independent, integrated financial planning approach to your long-term financial needs. Our solutions include financial & tax planning, mutual fund investments, GICs, and bank products.
Personal & Business Income Tax Preparation Services
We prepare personal and business Canadian income tax returns for a nominal fee. Returns can be conveniently completed over the phone, zoom, or door-to-door. We are based in Edmonton, and work with Canadians across Canada and the World. Contact Joanne David to inquire and get started now.
Other services include: fee-only financial planning, business consulting, estate planning, cross-border issues, non-resident returns, evaluations, and other taxation and financial planning matters.
Completing the above forms allow us to start working on your tax return this tax season. There are a few ways to submit the forms to me:~ Book an in-person meeting~ Arrange door pickup.~ Electronically by email, scan, text, or fax. ~ Mail the completed forms to our tax office.
Preparing your income tax return on time, and correctly, helps to ensure that you receive all of the tax deductions that you are entitled to. And gives you peace of mind.
Friendly Professional with 25+ years of financial and tax experience. Book Now. Joanne David BA CFP FCSI Phone: 780.718.7117 Fax: 780.669.7067
Have a question first about filing your income tax return? Text or call Joanne 780.718.7117. We can answer your questions and file your income tax return by phone, over zoom, or door-to-door.
The information contained in blog or article posts are derived from various sources, including the Canada Revenue Agency (CRA). Any data provided is for illustration purposes only. Any information relating to the discussion of taxation issues is considered to be only general in nature. Clients should seek a qualified tax professional to discuss their specific tax requirements. The opinions, estimates and projections contained in the publication are those of the Financial Advisor and not that of Keybase Financial Group. Keybase Financial Group Inc. makes no representation or warranty, express or implied, in respect therein and accepts no liability whatsoever for any loss arising from any use of or reliance on the reports or its contents. The provisions of this publication are not to be constructed as an offer to sell, or a solicitation for, or an offer to buy any securities. Keybase Financial Group Inc. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation (the ‘IPC’).’
Joanne David BA CFP FCSI
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Joanne David CFP FCSI
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