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  • ABOUT US
  • INVESTMENTS
    • Our Process
    • Types of Investments
    • Mutual Funds
    • Fees and Compensation
    • About WFM
    • FAQ
  • MORTGAGES
  • TAXES
    • Personal Tax
    • Business Tax
    • Estate Tax
  • INSURANCE
    • Life Insurance
    • Critical Illness
    • Disability Insurance
  • CONTACT

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Personal tax

We will ensure that your personal tax liabilities are as low as possible by optimizing tax credits and deductions for you and your family. We closely follow existing and proposed legislation and will help clients meet their regulatory obligations.

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Business Tax

Offering a full range of services for Sole Proprietors, Corporations and Partnerships. By staying current with CRA rules and regulations, we can help your business avoid any risks of non-compliance. Our services include but are not limited to complete corporate tax preparation, financial statements, GST/HST filings, T4 & T5 filings, bookkeeping and payroll.

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Estate Tax

We will work closely with you and your family to minimize the tax burden and simplify the procedure. Our services include preparing T3 Estate and Trust returns.

Joe Falzone

Certified Financial Planner® professional
  • Telephone: +1 905.264.6700
  • Email: jfalzone@tpfinancialgroup.com
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    Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.; other Products and Services are offered through TP Financial Group.

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