Tax Planning and Preparation

Our branch offers in-house tax preparation services to our clients.  By doing it in-house we are able to gather all the necessary data quickly and efficiently.  Proper tax planning allows you to retain more of your hard-earned income and is a cornerstone of our service platform. We consider tax planning concepts in all parts of a client's plan.

Tax Analysis, Planning and Preparation Services

Tax-efficient distribution of your assets is an important part of your planning needs. This is a key component of your financial plan.

Tax Preparation

Our branch offers full tax preparation services through our in-house tax specialist.

To start a conversation, book a discovery meeting with absolutely no obligation by either completing the below form or calling our Client Service Director; Anka Molon at 613-728-0101.

When interest develops and we are approached by an advice-seeking individual, we never ever conduct business at the first meeting. We simply want what you want - the opportunity without any obligation whatsoever to discover fit, function and facts before deciding on any course of action. We value the opportunity to discuss the benefits of working with us and learn about each other - this is simply a win-win.

Consider joining us for a discovery meeting and a second opinion. A meet and greet with an Advisor should be enjoyable and that is what we guarantee!

Come meet us! We provide paid parking and a great cup of coffee!

Disclaimer: Mandeville is not providing the Income Tax Services and is not involved with or, in the provision of the Income Tax Services.

Mandeville Private Client Inc. doesn’t recommend or promote any specific accounting, tax or legal professional or mortgage broker/agent. In the event that you don’t have your own accounting, tax or legal professional or mortgage broker/agent and need some help in this area, we would be happy to provide you with a list of three names and their contact information. There’s no referral fee or revenue-sharing arrangement - it’s just some names that we can offer to you so that you can make inquiries of them and you can choose who may be right for you and your specific needs.