Financial Planning

Financial Planning

Jordi Accounting and Tax now offers full service financial planning through our affiliation with Dan Baker CFP, CLU, CEA and Senior Partner of The Kreo Group.

Jordi Accounting and Tax and Dan have been working together since 2010 and have now made available a wider range of products to our clients.

  • Investments (RRSP's, LIRA's, Pension transfers, GIC's, RRIF's)
  • Tax Free Savings Accounts (TFSA's)
  • Registered Education Savings Plans (RESP's)
  • Mortgages
  • Estate Planning
  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Group Benefits
  • Alternative Investments


Helping our clients determine what mortgage is right for them. Creating innovative strategies to make your mortgage work for you.


Providing a wide selection of investment vehicles including RRSP's, TFSA's and RESP's. Offering segregated funds which by-pass probate fees, potentially offer creditor protection and include various guarantees.

Estate Planning

  • Maximize the amount of money you transfer to the next generation
  • Minimize the amount of taxes that you have to pay on those dollars
  • RRSP Meltdowns
  • Estate Freezes
  • Estate Equalizations


We have the means to satisfy all of your insurance needs in the areas of:

  • Life
  • Disability
  • Critical Illness
  • Group Benefits Using insurance effectively as an income shelter for future growth
  • Key-person insurance
  • Buy-sell agreements

Alternative Investments

Opportunities to invest outside the box in order to earn a higher rate of return using syndicate mortgages that have access to investments that yield an interest rate that cannot be found in traditional investments, at a minimal risk.

Ready to find out more about Jordi Accouting + Tax?

Contact us today and let's talk about creating an accounting oasis for you!