Over 30 yrs. Experience in the Financial Industries (banking / insurance /real-estate/ mortgages/loans/landlord and tenants / government services etc.
I provide financial / income tax services based on your needs and requirements
I help clients to better understand their income tax returns / benefits / credits
Take advantage of our 10 year TAX REVIEW PROGRAM (you can now go back 10 years from last filing to claim any outstanding credits/ refunds missed
Disclaimer : Liberty Edge Inc. is a division of Liberty Financial Group Inc. and the Liberty Edge Ambassador Program is licensed by Liberty Edge. All products and services are provided by partners and affiliates of Liberty Edge and/or Liberty Financial Group and have the requisite regulatory registrations where required.
Frequently Asked Questions
Are you licensed by the Province to provide these services?
Liberty Edge has assembled a team of highly experienced and knowledgeable professionals. They have the expertise, credentials and licensed registrations required to provide you with unparalleled service. My role is to connect you with the team and ensure you have a financially rewarding experience.
Is my personal information safe?
Your personal information is completely safe. Liberty Edge uses a state- of- the- art, secure CRM system that ensures your data always remains securely encrypted and is accessible only to the appropriate personnel.
I already have a financial advisor, why do I need you?
Liberty Edge provides a holistic approach to growing your wealth. You may have a long-standing relationship with your advisor, but he can only see one piece of your portfolio. Our comprehensive review looks at more than your mutual funds and RRSPs. We start by doing a deep dive into your taxes, analyze your good versus bad debt and identify gaps in your financial life plan. You need us because we develop your personalized roadmap to your financial future, we create disposable income, and teach you how to allocate it to enjoy your life now while you build a brighter financial future that you can enjoy later.
How do I become a Liberty Edge Ambassador?
The first time I got introduced to the Liberty Edge Ambassador Program, I was really excited to become part of such a well- designed program. I was offered participation in a business model supported by giants in the financial services industry. Book an appointment with me so I can tell you how you can also become a Liberty Edge Ambassador.
Registered Education Savings Plans (“RESPs”)