Caring for your financial planning and tax preparation needs privately, professionally, and respectfully.

Practical Planner’s financial services exist to provide

protection, stability, and security for your family.

WELCOME TO PRACTICAL PLANNER

FINANCIAL PLANNING & TAX PREPARATION DONE PROPERLY

It’s hard to balance the many new financial responsibilities that come with starting a family. Student loans, mortgages, cars, everyday expenses and taxes – not to mention savings accounts, retirement plans, education savings plans and emergency funds…it all comes at a cost.

Our mission is to help you feel confident about the next steps, so that you can stop worrying about money and get back to the things you enjoy in life.

We hope to work with you soon.

We are open (08:00am - 05:00pm)

Monday - Friday

Need support? Drop us an email

Contact@practicalplanner.ca

TAX PREPARATION

Contrary to popular opinion, preparing and filing taxes does not have to involve stress.

Our hassle-free, 100% digital tax preparation service allows you to continue running your business and caring for your family. We can help with anything, from answering burning questions to providing financial support.

FINANCIAL PLANNING

We understand that making decisions means putting your family’s financial security on the line.

Through personal experiences as parents, as well as everyday involvement with new and growing families, the Practical Planner team has learned a lot about what does and does not work. We are here to help your family plan for a stable financial future.

If you have a question about our financial planning or tax preparation services,

then please get in touch today!

How to plan your personal tax for the next year

How to plan your personal tax for the next year Hey, the year-end is fast approaching! You need to start planning for the coming year now. Delay might be dangerous. Some unexpected activities may pop up and you may not be able to resist them. So, if you want to

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Essential Tips for Financial Planning

Several people find financial planning complex. Hence, they decided to ignore the activity. Meanwhile, the task isn’t hard as many people see it. To make things simple, let’s start by considering the definition of financial planning. So, what’s financial planning? Financial planning is simply an act of developing a roadmap

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Profit First

Profit First: 4 Lessons From The Book That Transformed My Finances

As a freelancer struggling to get off the income rollercoaster, I was skeptical at best when I first cracked open Profit First: Transform Your Business From a Cash-Eating Monster to a Money-Making Machine by Mike Michalowicz. “You’ll help my business start being profitable today? Lol ok, Mike”. But let me

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Accounting Calculation

COVID-19 has sharpened Canadians’ financial-planning focus

Rainy-day savings taking greater priority amid concerns over external factors affecting finances Canadians are officially going on cost-cutting mode as the COVID-19 pandemic’s impact fuels concerns over personal finances, according to findings from a new survey. In its 2020 Consumer Debt Report, the Credit Counseling Society found that a prospective

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