Our Services

Our services include but are not limited to:

  • Comprehensive financial plan
  • Estate review and plans including the preparation of wills and Power of Attorney forms by my Lawyer or yours if necessary
  • Individual tax return preparation for our clients*
  • Investment Policy statement
  • Insurance review 
  • Cash Management solutions including debt management

*Yolande McKinnon Tax Services is an outside business activity solely responsible for tax preparation services.  Investment recommendations provided by Don Emond must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Yolande McKinnon Tax Services, Assante will monitor for conflicts of interest and will investigate any client complaints related to services offered by Yolande McKinnon Tax Services.