Heisz Financial

Heisz Financial is a tax and financial planning practice run by Philip Heisz, serving Perth County, Bruce County and London in Ontario, Canada. It combines tax filing with insurance and savings products.

The practice states that its tax service includes collection and delivery of documents, and that Philip Heisz has joined a programme for advisers who counsel older clients on planning.

Services

• Tax preparation and e-filing: personal and business returns.
• Tax planning: strategies for income security and tax-efficient wealth.
• Insurance: life, accident and sickness, disability, critical illness and group or individual health cover.
• Investments: segregated funds, GICs, annuities, RRIF investments and tax-free savings accounts.
• Retirement and estate planning: consultations on both.

Clients

The site describes its tax help as open to everyone, covering individuals as well as small businesses in southwestern Ontario.

Key facts

• Based in: Perth and Bruce County area, Ontario, Canada
• Experience: Ten years in practice, as stated on the site
• Programme: Member of the Elder Planning Counselor programme