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Mississauga Office
5484 Tomken Road, Unit 19
Mississauga, ON L4W 2Z6
P: 905.629.7720
F: 905.629.1947
 
Richmond Hill Office
120 Newkirk Road, Unit 32
Richmond Hill, L4C 9S7
P: 905.629.7720
F: 905.629.1947

Estates and Trusts

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  • Estates and Trusts

Some of the services we can provide for you include:

  • Estate planning
  • Trusts returns preparation and planning
  • Pension and deferred income plan tax planning
  • Retirement planning
  • Asset protection planning
  • Assistance with various trust formations
  • Final tax return for a deceased taxpayer

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Testimonials
  • Syed Murad Ali - Software Architect / Database developerAli Raza is very likeable person. His Tax knowledge is second to none. Highly recommended.

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  • Paulo Pereira - Owner, PrimericaMr. Raza is an individual I would trust with my life.

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  • Muntazir Pardhan, P.Eng., LEED AP - Associate and Environmental Engineer at Dillon ConsultingWe were very impressed with Ali Raza’s high level of service. He was always available for us even during the busy tax season. He was able to put...

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  • Sajjad Mamdani - Director - VISUALWORKS, Dubai, UAEI have known Ali Raza for quite some time, and he has been helping me with my taxes all along. He has always been very helpful and knows his stuff. I ...

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  • Moez Kassam - Investment Managermy go to accountant. For Personal, Corporate or even hedge fund related tax or accounting works-Ali is reliable, quick and simply great at what he doe...

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  • Cal Thompson - The Boss at Retired...as in "gone fishin"I had the opportunity to work with Ali for over 6 years. Integrity and knowledge are the hallmarks of his work. Regularly recognized for two attribute...

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  • Bob Batten, B.Sc.(hons), ISP - Program Manager at ATB FinancialIt was my pleasure to have worked with Ali during my tenure with Loyalty. During that time Ali was a distinct pleasure to work with. He always demonst...

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  • Luisa Mastracci - Contact Center Director at itravel2000Ali is an approachable hard working person with great integrity and enjoys being part of a team. His affinity for numbers allows him to take on any ta...

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  • Blair Holder - Owner, Blair Holder Industries (Entertainment / Media Consulting); Partner - Tritone Entertainment; Writer; EntrepreneurAli Raza is a personable and detailed professional – a true asset of my business and guardian of the bottom line.

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  • George Hemming - Service Improvement Specialist - Infrastructure Architecture at BlackBerryI worked with Ali at Airmiles and always found him easy to work. I always appreciated his dedication and willingness to get the job done.

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  • Thomas Kouroukis - Experienced Contact Centre Senior LeaderThrough my professional experience with Ali, he has shown integrity, trust, knowledge and professionalism. He is detail oriented and can be counted up...

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  • Shabbir (Shab) Jaffer - Business Development Consultant/recent P&G RetireeIn Spring 2010 Ali Raza co-led the development and presentation of a Tax Planning seminar for a local community organization that we both belong to. H...

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  • Lisa Stupen - Owner, President, Quest Search Group (Specializing in Accounting & Financial Recruitment and Staffing)Ali is a highly professional and experienced finance person. After having placed Ali at LoyaltyOne, he moved up through the ranks very quickly demonst...

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  • Hasanayn Kassamali - Instructor at Academy for Learning (A.L.I.)We found Ali Raza’s approach to be professional and focused. HIs advice will add value to your work. Hasanayn for Academy for Learning Islam

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  • Martin Chinnappan - Test Manager at American ExpressI had the privilege of getting to know Ali when working at Loyalty. He is a visionary with exceptional leadership qualities. He is committed, sincere,...

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  • Greg Barber - Prospect Management & Research Officer at Sunnybrook FoundationAs a researcher and information provider, I have had many opportunities to work with Ali. I am continually impressed that Ali informs his business dec...

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  • Amin Jagani - Healthcare and Management ConsultantClinetica enlisted the services of AR Jaffer Professional Coporation for bookkeeping services. We were pleasantly surprised to learn that in addition ...

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  • Mark Mathews CFE. CTM. - Fraud Management & Investigations ExpertAli is an extremely valuable team player, always willing to share his knowledge and expertise. He is a hard worker, very diligent and trustworthy.

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  • Zohair Kassam - Account Manager at TD-Commercial BankI’ve had the pleasure of knowing Ali Raza for a few years, and have referred clients of mine to him. They have all come back to me with nothing ...

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  • Troy Hamid - Information Technology ConsultantAli Raza Jaffer is one of the finest Accountant that I have had the pleasure of knowing. I consider him to have excellent interpersonal skills and he ...

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  • Stephanie Curry - Enabling Managed Services and Cloud Strategies for ChannelI began working with Ali for my personal tax return in 2008. He was very knowledgable about personal tax laws and regualtions and has been very helpfu...

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FINANCIAL HEALTH CHECK

Is a financial Health check right for your personal and business needs?
We can assist!

Personal

  1. Net worth projections
  2. Retirement planning
  3. Cash flow planning and budgeting
  4. Optimal tax credits and deductions
  5. Investment and real estate analysis

Business & Corporation

  1. Review your business beyond the numbers
  2. Optimize your strengths & minimize your weaknesses
  3. Strategic Planning
  4. Cash flow planning
  5. Tax planning & restructuring
  6. Profit optimization
  7. KPI analysis
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