We are here to assist
Accepting help can be difficult. The array of services and choices can be confusing when you have no special training for this role.
Sterling Financial offers a unique, customized package of services designed to help you maintain your lifestyle and independence. Sterling Financial offers assistance to those who are looking to get their financial affairs in order.
How can we help you?
- Financial Coaching and Support
- Tax Compliance and Filings
- New Business
- Divorce and Separation
- Retirement/Financial Planning
- Financial Concierge
- Caring for Aging or Disabled
- Tax Preparation Assisting individuals with tax preparation to maximize deductions as well as dealing with CRA reassessments and prior year adjustments. Discussion and resolution of tax issues, including multiple property planning, audits, and US filing requirements.
- Financial Coaching and Mentoring to help overcome the biggest fears around money with education and resources to support specific objectives in order to create permanent positive change. Find more information about our new coaching and learning program being offered at www.financialbrilliance.ca.
- Accounting and Bookkeeping Coaching Assistance to our clients with a focus on education and involvement. We also offer in-house services as well as efficient, virtual opportunities to streamline processes.
- Divorce and Separation Providing financial expertise and facilitation surrounding divorce and separation including summarizing information, tax impacts, and outlining potential consequences.
- Trusts and Estates Offering Executors and Trustees in Canada, Final Tax Return, Estate, and real estate filing services with experience in both resident and non-resident Clearance Certificates.
- Small Business Clients We offer start-up guidance, yearly financial statement preparation, tax compliance, remuneration, and tax minimization strategies.
At Sterling Financial, we focus on the following:
In our initial meeting, we will discuss our overall approach, help prioritize your needs and assist as much, or as little as you require. Get impartial advice and the assistance you need to make informed decisions from a source you trust.
Start now!
