Estate Management & Planning near Rockingham ON (191 Result(s))

Paula Meier began her career in 1972 with Investors Group and remained with them for 14 years becoming a well established investment professional. She then decided to become an independent and opened Paula Meier Associates in 1986, brought her daughter Michele into the business and opened up an office in beautiful downtown Campbellford, their hometown. Paula retired in 2015 and Michele continued on with their business. Michele is a CEA (Certified Executor Advisor) assisting clients in understanding how to ensure their Estates are well prepared and tax efficient. She will also explain how to fulfill the duties of being an Executor, a job many of us will encounter. GIC's are offered from multiple trust companies, credit unions and banks at very competitive rates. All GIC's are eligible for CDIC or FSRA deposit insurance. Our office is honored to provide professional guidance and a friendly demeanor with easy to understand advice.

CPA, expert in all areas and all tax systems. Complete service for taxes, accounting and bookkeeping. A team of professionals who welcome you, no appointment necessary!! Complimentary first meeting with CPA. Our mission statement: "A customer is the most important visitor on our premises. He is not dependent on us; we are dependent on him. He is not an interruption in our work; he is the purpose of it. He is not an outsider in our business; he is a part of it. We are not doing him a favour by serving him; he is doing us a favour by giving us an opportunity to do so." Ghandi