Comprehensive Financial Solutions

We pride ourselves on our commitment to honesty, trust, and integrity.

 
 

Proudly Serving Canadians

Trusted financial services for Canadian families and businesses

 

Your Financial Future Starts Here

Expert guidance for every stage of your financial journey.

Trusted Financial Experts

With years of experience in financial services, we’ve built our reputation on trust, integrity, and personalized attention to each client’s unique needs.

At Timothy Grant Financial, we understand that every individual and family has different financial goals and circumstances. That’s why we take the time to listen, understand, and create customized strategies that work for you.

Special Discounts for New Clients

Welcome To Timothy Grant Financial

  • Highly Qualified Professionals

  • Extended Working Hours

  • No Appointment Needed

  • New Clients Welcome

Services

Comprehensive financial solutions tailored to your needs

Personal Tax Preparation

Secure online and in office confidential tax filing and preparation services. We make tax season stress-free with our professional support and easy-to-use online intake form. We prepare all types of personal returns including Sole-Proprietorships, Rental properties, and many other specialized returns.

Corporate Tax

No matter how big or small your business is, we can help you with your year end Corporate Tax needs. We provide personal and confidential tax preparation and filing services. We can also assist you with your bookkeeping and payroll requirements if needed.

Bookkeeping

We provide prompt, efficient processing of your important business receipts to give you a clear idea of where your business is at profit-wise, We offer our bookkeeping services on an hourly basis either for monthly, quarterly, or annual processing. To help you budget your costs, we also offer a set monthly retainer fee.

Payroll

We provide prompt, efficient and confidential processing of yours and your employee’s payroll information. We can accommodate weekly, bi-weekly, semi-monthly, monthly, and annual payrolls for both salaried and hourly employees as required.

Administration

As your business grows and you may not be able to justify a full-time administration person yet, we can help take some of the extra load off your plate. We can even rent out our boardroom (in one-hour intervals) so you can meet with a client! This is especially helpful if you happen to be a home based business.

Financial Planning

Comprehensive financial planning services to guide you toward financial success! We create personalized strategies aligned with your life goals. Strategic portfolio growth strategies designed to maximize your returns while managing risk. Expert guidance for building long term wealth.

Frequently Asked Questions

Find answers to common questions about our services

What services does Timothy Grant Financial offer?

We offer comprehensive financial services including tax preparation and filing, financial planning, investment management, and retirement planning solutions. Our team works with you to create personalized strategies that align with your financial goals.

How do I schedule a consultation?

You can schedule a consultation by calling us at (672) 967-8000, (250) 420-6880, or toll-free at 1-866-522-7623, sending an email to info@tgfinancial.ca, or filling out the contact form on this website. We’ll get back to you promptly to arrange a convenient time.

What should I bring to my first meeting?

For your first meeting, please bring any relevant financial documents such as recent tax returns, investment statements, insurance policies, and a list of your financial goals. This helps us understand your complete financial picture and provide better guidance.

Are your services suitable for individuals and businesses?

Yes, we serve both individual clients and small business owners. Our services can be tailored to meet the unique needs of personal financial planning as well as business financial management and tax services.

How do you charge for your services?

Our fee structure varies depending on the services you require. We offer transparent pricing and will discuss all fees during your initial consultation. We believe in providing value and ensuring you understand exactly what you’re paying for.

What makes Timothy Grant Financial different from other financial service providers?

At Timothy Grant Financial, our team has over 50 years of combined service to offer our clients. We have built our reputations on Honesty, Integrity, and Trust. We also offer extended hours during tax season; open late during weekday evenings, and open on Saturdays and Sundays for your convenience. We want your business and all are welcome!

We proudly serve a diverse range of clients, including:

  • Individuals and families
  • Small and medium-sized businesses
  • Startups and entrepreneurs
  • Self-employed professionals
  • Property owners and investors

Why Choose Timothy Grant Financial

Expert, Highly Qualified Professionals

Led by an ACCA-qualified accountant (globally recognized, equivalent to CPA Canada), delivering expert guidance in financial reporting, compliance, and advisory services.

Certified, Trusted Expertise

Our team includes a QuickBooks Online ProAdvisor, a Sage Intacct Certified Accounting Specialist, a Project Management Professional (PMP)® certified expert, and a Certified Information Systems Auditor (CISA®).

Local, Personalized Service

We understand Cranbrook’s community and work closely with individuals, families, and small businesses, tailoring solutions to your unique goals.

Transparent and Reliable Guidance

Honest, straightforward communication ensures you always know where your finances stand.

Comprehensive Financial Solutions

From bookkeeping and tax filing to advisory and project accounting, we provide all-in-one services under one roof.

Flexible Support to Fit Your Needs

Whether you need a one-time service or ongoing financial partnership, our solutions adapt to your situation.

Certifications