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Our Services:

Financial Planning

Your financial needs and goals are unique to your situation, and the advice and recommendations you receive should be as well.

Vision Financial Services will take the time to get to know you and your financial situation. We will understand your approach to taking risks and your future goals in order to develop solutions that are tailor-made for your needs.

All of our services qualify to get your first meeting free with our 1 hour free consultation offer!


Sorting through investment choices available can be overwhelming. Vision Financial Services Advisors  can narrow the field of choice to investments that best fit your goals and objectives.

Professionally managed investment portfolios can help you overcome the challenges of inflation over time. 

Your trusted Vision Financial Advisor will be another set of eyes on your investments to ensure that decisions are made strategically.


At Vision Financial we can help simplify your business process through bookkeeping.

Your Vision Financial bookkeeper can take care of HST, WSIB, and other government business while you spend your valuable time elsewhere. 

A Bookkeeper's main job is to record your income and expenses into organized accounts. This organization helps view your money at a glance, and aids in the calculation of taxes and financials. 

Tax Preparation

A key part of our valued service to clients is tax preparation for individuals and sole proprietorships. 

Vision Financial Services first started preparing taxes for clients in 1990, and has grown to provide a full suite of financial services to meet the growing needs of our clients.

To learn more, visit our tax page.

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