Specific Life Events

There are specific life events that occur that can have an impact on your overall financial situation.

In those situations you rely on a trusted source to help you understand what options you have and whatís required to make informed decisions.

Some life event situations that arise are:

  • The birth of a child;
  • Attending college / university;
  • Becoming a skilled tradesperson;
  • Getting a job;
  • The forming of a common law or marriage relationship;
  • The purchase of your home;
  • Moving;
  • Starting your own business:
  • Investing in rental properties;
  • Investing in the markets;
  • Dealing with the onset of a disability of a family member;
  • Having a dispute with the tax department;
  • Being late in filing tax returns;
  • Becoming the executor of an estate
  • Obtaining a retirement packages/severance

Client Testimonials
  • " Mike and his team are a pleasure to work with. They are knowledgeable, thorough and have provided us with the on-going support we need to run our business effectively. Helen was a great help in setting up our bookkeeping process, allowing us to focus on our growing business. We could not be happier with the service they provide. "


    Heather Reid, CEO - Animal Experience International

  • " During the past several years Michael and his team have come across client situations that developed operational challenges for which our expertise and guidance was sought. We have worked together with Michael and his clients to provide realistic, timely and cost beneficial solutions. This collaborative process has resulted in resolving the clientís problems and ensured their continued success. We have found our collective working relationship has paid significant benefits to us, Michaelís clients and to the Michaels firm. "


    John Morgan, CPA, CA, CIRP, CFE, CBM - President | Morgan & Partners Inc.