As a professional Chartered Accountant, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Terry Hofkirchner, B.Sc., CPA, CA
I graduated from the University of Waterloo in 1980 with a Bachelor of Science degree in Honours Kinesiology. After articling with Price Waterhouse in Toronto I obtained my Chartered Accountant designation in 1986. After several years of working with small business and personal tax matters, I successfully qualified to offer mutual funds in 1995.
I feel it is important for each of us to recognize and pursue those goals that spiritually fulfill and make our lives worthwhile. As individuals, we internalize different priorities to the many facets of living….. owning your home, starting a family, travel, cottage, boat, retirement, education, family legacy, charity.
The need for financial resources is the common component to each of these pursuits and as with most of us financial resources are finite. Therefore the realization of these goals is often compromised by a limit of the financial resources available.
My goal is to assist you in recognizing and prioritizing your goals and implementing a financial strategy to realize them. Once the strategy is implemented, our focus will change to the ongoing monitoring of not only the investments selected but also the reevaluation of goals and their priorities.
Mutual Funds provided through FundEX Investments Inc.
Joan MacDonald
I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.
I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.
My primary role is to assist Terry to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.
To book an appointment with Terry to discuss your financial strategy, please contact me at: (905) 443-6423.
