To help you achieve your financial goals and live the best of lives.
Remove your angst
Planning is a huge part of what we do at NextgenFP but we are more. It is necessary for us to get you to where you want to be, efficiently with as little worry as possible. Your financial problems find new shoulders with us. We have deep experience in income taxation, working with tax authorities, tax minimization, incorporations, use of Powers of Attorney, use of Trusts, or being an Executor or Trustee. You can lean on us to educate and facilitate the management of your savings or investments, in accordance with your plan needs.
Our associates are professional accountants (CPAs), investment professionals (CFAs or CIMs) and our planners are accredited (CFPs).