Talk to me about investing in the stock market, ETFs, mutual funds, and crypto. I can advise you on the tax consequences of various investment vehicles and investing in US vs CAD securities.
Never invested before? No problem, I can help you.
I make it simple, explain everything in easy-to-understand terms, tell you which brokerage to use based on your situation, and how to get setup and start trading in 1 day.
Fee: $169 - Trading setup training (stocks or crypto)
Annual tax fling with CRA.
Fee:
$99 individuals - basic filing + investments
$129 individuals - basic filing + investments/crypto
Dane Smith, CPA, CMA
Service available: [ Monday - Sunday 9am to 9pm ]
Servicing: [ GTA, Peterborough, Ottawa ]
Phone/text: [ 416-616-5444 ]
Email: [ danesmithtoronto@gmail.com ]
