3-285 Weber St. North
Waterloo,Ontario
Tel: (519) 747-0958
Fax: (519)747-9242
 

Classified Ads and Exciting Business Opportunities


Incorporations
Let us get you started on the right foot. We will review all of the following with you: A) The reasons to incorporate and not to incorporate B) The appropriate share structure required for income splitting with your spouse or children, or a potential future partner C) Best year end date choices and D) The tax implications, costs and challenges of operating a corporation. We can prepare an instruction letter for your lawyer and we will review his draft Articles of Incorporation to ensure your interests are protected. Call Mike McKerlie at 519-747-0958 to book an appointment.

Life Insurance
Life Insurance is a necessary part of any comprehensive financial and life plan. Disability insurance and critical illness coverage are also extremely important to insure against very potential life altering events. Call Mike McKerlie for more information on how we can develop a comprehensive financial plan for you and your family at 519-654-0681.

Health Plans
Ask us about Benecaid Health Plans and Health Spending Accounts. An ideal way to contain group benefit costs and increase tax deductibility of all your medical and health related costs. Call Mike McKerlie for details at 519-654-0681.

Careers
We are always on the look out for knowledgeable, entrepreneurial, experienced tax preparers, bookkeepers and designated accountants who could complement our team. Email your resume and salary requirements to contact@mckerlie.ca

RRSP's & Investments
We can service all of your RRSP and investing needs. Ask about our managed portfolio solutions which let you invest wisely but sleep nights without constant worry about your investments. Let our professional advice keep your retirement plans on track. Ask about RESP's, tax-exempt life insurance, and estate planning ideas. Call Mike McKerlie at 519-654-0681.

RESP's
Are you getting your share of the government grants for education savings. $500 per year per child can be yours for each $2500 that you put away in a Registered Education Savings Plan. We can set up a plan for you to take advantage of this valuable opportunity to receive your share of these government grants. Ask us about RRSP's, Retirement Planning and Estate Planning as well. Call Mike McKerlie at 519-654-0681 for all of the details.


Please Email us if you have any items you would like us to consider adding to this page.
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contact@mckerlie.ca

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