The Value of Professional Advice

Income Tax

When it comes to that time of the year to have your taxes prepared count on IWM to get the job done right!

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Insurance products are an important consideration for any comprehensive financial plan.

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A solution is proposed and from here you can decide on a plan that we nurture to assist with your financial goals.

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Financial Solutions

Income Tax

When it comes to that time of the year to have your taxes prepared count on IWM to get the job done right!

Small Business
Income Tax

Running a small business is busy enough for entrepreneurs. Count on IWM to handle all of your small business taxation needs.

Income Tax

Corporations depend on IWM to handle all of their income tax needs during the fiscal year.


Owning a house is a big step for anyone. Count on IWM to give you peace of mind when it comes to your home owner insurance.

Group Plans

At IWM we ensure that as an employer you have your employees covered. We work to understand your objectives and make them a reality.

Life Insurance

Making sure your loved ones are taken care of after you are gone is important. We have many plans that can be tailored to suit your needs, wants, and requirements.


IWM helps you create a plan that enables you or your spouse or common-law partner to contribute to an RRSP in the most tax efficient manner possible. It is not just about the immediate tax savings, but the future liability and how to manage that future tax efficiently.


Need a plan for after your professional working life? Count on IWM to create a roadmap and a plan to help your retirement become a successful one.

Investment Wealth Planning

Talk to our educated and professional team so that we can assist you with the best plan for you and your family for investing and saving. We help our clients throughout the years to generate investment revenue for themselves as well as to plan for inter-generational transfers of family wealth.

Give us a call or send us a message,
there is no charge for our consultations!


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Getting your finances in order is
one of the best gifts you can give yourself.


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