Lamp Financial

• Retirement income and expense projections before leaving work
• Analysing retirement income withdrawals during retirement
• Projections of distribution of financial assets upon death
• Assistance with estate distribution after death
• Assessment of insurance needs before purchase
• Analysis of existing and proposed insurance policies
• Projections for children’s education costs
• Strategies to reduce debts
• Assessment of your personal financial circumstances to achieve your goals
• Planning for maximizing charitable donations and related tax benefits
• Comprehensive personal financial planning

Corporations, Partnerships, Trusts & Charities

• Accounting services and preparation of financial statements
• Preparation of tax returns and information returns for corporations, partnerships, trusts, and estates, and charities
• Assisting business owners in complying with Canadian taxes
• Planning for a company, partnership, or trust to immigrate to, or emigrate from, Canada and the related tax implications
• Financial counsel on starting a corporation, partnership, trust, or charity
• Financial planning for family trusts, holding companies, or professional corporations
• Chief Financial Officer (CFO) services for private companies
• Treasurer services for charities
• Financial consulting for managing a business
• Guest speaker for financial workshops

Serving clients in British Columbia, Alberta, and Ontario, Canada

Trust and Estate Practitioner

Chartered Professional Accountant, and Chartered Accountant

CERTIFIED FINANCIAL PLANNER ® Professional

Member, Chartered Professional Accountants of British Columbia, 2008-current Member, Chartered Professional Accountants of Canada, 2008-current Member, Advocis, The Financial Advisors Association of Canada, 2013-2022