Dwayne Richards CPA — Respectful, high quality service for CASL members.

Understanding what your money is doing, not just filing a return

In his own words: I do not just help you file your taxes. I help you understand what your money is doing, and make sure it supports the life you want to live.

Dwayne Richards CPA works with seniors and retirees on tax and on the decisions around it. The approach goes past preparing a return to the bigger picture, including retirement income, RRSP and RRIF withdrawals, CPP and OAS, tax planning, investments, charitable giving, estate considerations, and the effect a financial decision has on a couple or a family.

What he says makes the approach different is clarity and coordination. Rather than overwhelming a client with financial information, the aim is to help them understand their options, see how the pieces fit together, and work out what makes sense for their life. The goal is not simply to pay the least tax; it is a financial structure that provides confidence, simplicity and the freedom to enjoy the years ahead.

The firm is registered with CPA Ontario and has been going thirteen years. Most clients are handled by phone, video call or secure portal, so getting to an office is not a requirement.

• East York
• Toronto
• Scarborough
• North York
• Etobicoke

Based on Main Street in East York, working across Toronto, Scarborough, North York and Etobicoke, and handling most clients by phone, video or secure portal.

Phone

416-859-5865

Website

www.dwaynerichardscpa.com

1. Join CASL free through this business. It takes about a minute, with no payment and no card.
2. Contact Dwayne Richards CPA directly and mention that you are a CASL member.
3. That is it. The offer is honoured by Dwayne Richards CPA — CASL never takes a cut, and you are never obliged to go ahead.