John Neely & JJ Neely Tax & Insurance Advisory Group Inc. over the past 40 years has established a win-win for many corporate and professional clients throughout Canada.
Helping Business Owners with:
Estate and Tax Planning
Retirement Planning and Investments
We offer hard-to-find expertise in all areas of Corporate, Personal, Financial and Estate planning. Contact us and see what we can do.
Access a financial planner who:
- Quarterbacks and gathers together those important advisors in one planning meeting with your interests at heart
- Works with your accountant to customize the correct insurance policies before buying
- Has the tax knowledge to work with you, your accountant and your lawyer at the appropriate times
- Has the tax training and knowledge to be an excellent business advisor.
You might have incorporated to minimize taxes and creditor-proof your assets. To ensure you maximize your retirement income, and to assist or eliminate dividend and capital gains taxes upon death, diligence must be exercised to implement the correct financial products.
And best of all, we offer you our commitment to do the very best for you with our continued ongoing service as we have provided for over 40 years.
Equity Associates is a mutual fund dealer and EMD dealer in select provinces.