Your Roche Professionals

Every Roche Accountant is supported by a Certified Financial Planner (CFP), to give you a professional team with a full range of financial expertise.

Tax returns are just the tip of the iceberg.

There is so much more to managing your financial affairs than your annual tax returns. That's why our Roche Accountants work so closely with our Certified Financial Planners (CFPs).

A CFP is licensed to implement the solutions available through our partnering with various banks, insurance companies and other financial institutions who offer financial solutions.

Each professional compliments and enhances the value of the services of the other.

Together, your Roche Accountant and CFP team look beneath the surface to see how all your personal financial affairs and business financial affairs are structured and recommend the best financial solutions for your needs – ie. debt restructuring, risk management, tax savings, etc.

Your Roche accountant will help you manage your business so that profits are maximized and prepares your tax returns only after the CFP makes his recommendations for restructuring and managing your financial affairs.

We draw on the industry's most respected financial service companies to help us benefit you.

Working with a full range of respected financial partners allows us access to solutions that we use in combination to create the results that we want for each specific client. Because we are not 'tied' to any specific partner or financial product, we have the flexibility to package offerings in more creative ways than you might find with other services.

  • Roche Accountants work for you Royal Bank
  • Bank of Montreal
  • Manulife Bank
  • Home-Equity Bank
  • Manulife Insurance
  • Sun Life Insurance
  • Empire Life Insurance
  • Great West Life Insurance
  • RBC Insurance
  • Forrester's Insurance
  • Edge Benefits
  • Hub Financial

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