Advocating like a broad shield and trusted sword
Welcome to SG Financial Services Inc., your trusted partner in navigating the complexities of financial planning. Our mission is to empower individuals and businesses to achieve their short-term and long-term financial goals by providing expert guidance, sound advice, and personalized support. At SG Financial Services, we understand that financial planning is not just about numbers; it's about creating a secure and prosperous future for ourselves and our loved ones.
Our Services
At SG Financial Services, we offer a comprehensive range of financial services designed to meet the unique needs of individuals and businesses. Our suite of services includes:
Tax Services
- Income Tax Planning
- Preparing Income Tax Returns
- E-Filing and Instant Refund
- Harmonized Sales Tax (HST) and Goods & Services Tax (GST)
- CRA Audit Assistance
- Tax Appeals
- Past Tax Returns
Our experienced experts will help you navigate the complex world of tax laws and regulations, ensuring that you minimize your taxes and maximize your refund.
Bookkeeping and Accounting Services
We understand that maintaining accurate and up-to-date financial records is crucial for any business. Our team of expert accountants will ensure that your books of accounts are maintained regularly, accurately, and on a timely basis. Our services include:
- Computerized and custom-designed accounting services for small to mid-size businesses
- Setting up of charts of accounts
- Customization of reports
- Training and staff support
- On-site accounting assistance
Insurance and Retirement Planning
At SG Financial Services, we believe that insurance and retirement planning are essential components of a comprehensive financial plan. Our experienced professionals will help you navigate the complex world of insurance products, including:
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Super Visa Insurance
- Life Insurance (Term and Permanent)
- Disability Insurance
- Super Visa Insurance
We also offer retirement planning services, including:
- Registered Retirement Savings Plan (RRSP)
- Tax-Free Savings Account (TFSA)
- Registered Education Savings Plan (RESP)
- Segregated Funds
Business Services
At SG Financial Services, we understand that running a business is a complex and demanding task. Our experienced professionals will provide you with the expertise and support you need to succeed. Our business services include:
- Company Incorporation
- Business Registration
- Bookkeeping and Accounting
- HST and Payroll Services
- CRA Audit Assistance
- Retirement Planning
Conclusion
At SG Financial Services, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to providing expert guidance, personalized support, and sound advice to ensure that you achieve a secure and prosperous financial future. Contact us today to learn more about how we can help you achieve your financial objectives.

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