Retirement & Estate Planning Tyce Carle-Thiesson Chartered Accountants

According to Your Wishes

Accounting for the Individual

Every individual has a unique set of goals and desires for retirement and unless your advisor understands your goals and needs, you may be hard-pressed to arrive at retirement as fully prepared as you might expect. At Tyce Carle-Thiesson, we want to understand your circumstances and goals so that we can help you arrive at retirement as fully prepared as possible. We believe our reputation for client service and for producing results is well earned.

Efficient, Effective Distribution

When it comes to estate planning, you will likely want to see your estate distributed the most efficient way according to your wishes. Our reputation and experience in estate planning will allow us to give you advice that will help you retain and distribute your assets the most effective and efficient way possible.

Our professional team will:

• Review and advise you on the best retirement vehicles for you.
• Understand your goals and prepare and monitor a retirement plan for you.
• Review your wills and life insurance coverage and provide advice where necessary.
• Advise you on how to reduce your taxes during retirement and on death.
• Help you preserve your assets.
• Prepare and file all necessary tax returns.
• Act as executor of your estate.

Phone (250) 729-8770
Toll-Free 1-866-740-0049
Email tct123@tctca.ca

Our Priority is YOU

Our Expertise Includes:

• tax minimization
• financial planning
• wealth creation/preservation
• retirement & estate planning
• succession planning
• financial statements
• tax compliance
• purchases & sales of real estate

We offer:

• creative solutions
• professional guidance
• exceptional client service
• in-depth resources
• integrity

Rethink Chartered Accountants!