• 800-668-5628
  • info@finctr.ca

COVID-19 UPDATE

January 2021 - for the duration of the current province-wide shutdown, our office will remain open, however in-person meetings will be held by appointment only. We have implemented various safety measures, including protective plexiglass shields at reception as well as in our meeting rooms, and regular disinfecting of surfaces. In accordance with guidelines from the Simcoe Muskoka Health Unit, we are requiring the use of a mask or face shield when visiting our office. Staff will remain masked when interacting with clients, unless behind the plexiglass shields. Upon entering our office, please maintain appropriate physical distancing whenever possible.
We respectfully request that you not enter our office if you:
  • have been outside of Canada in the last 14 days
  • have been in recent contact with anyone who has exhibited symptoms of, or been diagnosed with COVID-19
  • are at higher risk of severe illness due to age or other health issues

We are here to help you.

Our only focus is helping you achieve your goals. With decades of experience in helping people just like you achieve financial security, our team is very well equipped to assist you with all of your financial needs.

Tax & Bookkeeping

We cater to individuals and small businesses, offering a wide range of services including:

  • Personal tax preparation
  • Small business bookkeeping
  • Payroll support
  • GST/HST reporting
  • and more...

GIC Brokerage

We obtain the best rates for you by shopping nationally through banks, credit unions, trust companies and insurance companies for Guaranteed Investment Certificates (GICs) and Term Deposits. GICs are available as non-registered investments as well as within RRSP, RRIF, and TFSA plans.

Planning

Whether you need help developing a financial plan for your family including budgeting support, are planning for retirement, or want to structure your estate to minimize costs and more importantly stress for your family, we can help.