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Fedder, Gurau & Staniewski - Chartered Professional Accountants

Services

Our goal is to provide information to our clients that will contribute to their business success. Our clients are successful because they have developed their own business plan. Within this business plan are business goals the client wishes to achieve. These goals include maximizing profit and cash flow, minimizing income tax and arranging appropriate financing.

Our main focus is to provide consulting services that will lead to achieving the financial goals of our client.

Personal Financial Planning

Everybody needs a financial plan. We have the tools available to prepare a comprehensive personal financial plan. Based on your personal and financial goals we prepare a balanced financial plan that is made to maximize cash flow, minimize income taxes, maximize rate of return and minimize risk. By achieving these, we assist at building our client’s wealth over the working years. Our team constructs an action plan checklist that will allow us to monitor the plan regularly and ensure all necessary actions are being dealt with. We strive to ensure will achieve his or her goals.

We consult independently of our client’s investment advisor.

The personal financial plan includes providing an estate analysis and an evaluation of our client’s insurance needs. This includes evaluating critical insurance, disability insurance and life insurance needs.