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.

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.

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.

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.

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.

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!