The steps to follow for RRSP planning.

In order for you to complete your RRSP planning smoothly, we can guide you step by step through the steps to follow. We will also assist you every step of the way so that everything goes smoothly.

To see a little more clearly what RRSP planning is, you should know that it consists of comparing your tax return with the documents you have (payslips, for example). The goal here is to predict the outcome of your declarations before the first two months of the following year. This is the deadline for purchasing RRSPs to apply to current reporting.

Here are some of the tasks we will take care of to make your life easier:

• Gathering of all useful documents;

• Comparison of documents with your income recorded during the previous year;

• Assessment of missing income,

• Implementation of different scenarios;

• Analyzes of social programs;

• Phone call ;

• Meeting in a private setting if necessary;

• Drafting of a detailed scenario report;

To give you complete satisfaction, we will accompany you even after the RRSP planning to ensure that everything goes as you wish.