Success Stories
Please review some of our success stories by clicking the navigation arrows below.
 Corporate InvestingRoger is a high income earning business owner earning $200,000 a year. Roger has been investing the surplus cash inside of his corporation by himself for the past few years. Roger did not realize that passive investments inside of his corporation are taxed at the highest tax rate. I introduced him to use corporate class mutual funds and universal life insurance to significantly reduce his annual tax bill. If this situation is relevant to you please let me know - I would love to hear from you |  Tax PlanningJanet is a young dentist who wanted to see whether incorporating her practice as a professional corporation made sense. I educated her on the benefits incorporating, developed a share structure and the proper compensation mix. If you feel that you need help to navigate through financial events please give me a call. |  DisabilityJeff is an owner of a tanning salon who has an child with a disability. Having learned about this situation, we advised Jeff to apply for the disability tax credit and file tax adjustments to claim refunds for prior years. We then told Jeff about the Registered Disability Savings Plans which offers generous government grants. Do you know anyone who may benefit from this government program? Please give us a call and let us help you make a difference to someone you care about. |
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 Real EstateMandy is a non resident owning a Canadian rental property. I advised her about the her tax obligations including remitting withholding taxes on her rents and also on the tax implications for the eventual sale of her property. If you have any questions on taxes associated with real estate investing I would be happy to assist you. |
Client Testimonials
K. Schiener - Nutrition Consulting
"Relying on David for all my business financial services has enabled me to focus on what I do best. I am not bogged down with bookkeeping and reporting - David and his team take care of all of these important aspects of my business so efficiently that I never have to spend time worrying about them. I can put my energy into growing my business. Working with David has been an important factor in the success and growth of my business."
A. Chan, Professional Accountant
"David Wu cares about his clients and is continually looking at ways to add value and better serve them. He is there when you need him!"
L. Ma, Public Sector Employee
"Before working with David I felt overwhelmed with all the information and knowledge that I need to know to better manage my money, and I was totally unaware more strategic and smart ways to file my taxes. However after getting to know David and his process I found that I can more strategically put my money into different types investments, and optimize my taxes at the same time. I also appreciate the fact that David oriented me with some basic knowledge in terms of investment, and financial management. The knowledge he passed onto me helped me to make more informed decision about my investment, and feel more comfortable with where my decisions may lead me to."
A. Yu, Realtor
"My clients trust me and my recommendations, so I am very hesitant to refer clients to others, but I would not hesitant to refer David for any accounting work or advice. He is very knowledgeable and has consistently done a great job to all those I have referred."
N. Guo, Business Owner
"David was very patient in helping me file my tax return and providing suggestions. It was a pleasure to work with him."
M. El-Guizeiry, Non Resident Investor
"I would like to thank David for all the work that he has performed. He was always available afterhours and weekends to answer all of my questions and inquiries. You treated us like family and I would highly recommend you to my friends & family."