Simplifying tax season

How we help business owners, medical professionals and families

Written by Nitin Manohar
March 22, 2018

Working with business owners, medical professionals and high-achieving families has taught us a lot and in many ways, helped shape the way we do business. We came into wealth management with a passion for investing, and that remains a key part of what we do. That said, the past twenty years has been about more than preserving and growing your wealth. It’s been about providing comprehensive, collaborative financial services that acknowledge your busy life and help it run smoothly. We strive to take things off your plate instead of adding to it, and to bring you peace of mind. The bottom line? Working with us should be an asset to your business and your life – not just one more thing on your to-do list.

How we help during tax season

Renaldo Saikali and the Saikali Portfolio Management team are able to work directly with your accountant and other tax professionals to ensure that all of your paperwork is in order. We collaborate as needed, sharing information with your permission, and making the process as turnkey as possible. Instead of getting paperwork from one professional to give to another, you can simply put us in contact – we’ll take care of the rest. This is how we make your life easier while working toward your financial goals.

Another benefit of this collaboration is that it allows our team to touch base with others on your professional bench, ensuring that everyone is up to date and working toward the same end goal. The more communication there is between members of your professional team – your accountant, bookkeeper, lawyer, business manager or other professionals – the more effective we all can be on your behalf.

Learn more

Whether you’re a current or prospective client, we’d be pleased to hear from you and discuss your wealth management needs. Please contact us to arrange a meeting at your convenience, whether that’s in our Kanata office a location of your choice.