Practice Areas

  • PERSONAL TAX PREPARATION

At TPG we prepare approximately 500 personal tax returns annually, including Section 216 tax returns, for non resident real estate owners, and 1040 and 1040NR returns for those who require US tax returns to be filed.

  • FINANCIAL PLANNING SERVICES

We are very proud of the fact that we provide fee-only financial planning services.  This mostly consists of providing advice related to investments, retirement, estate and tax planning services.  In addition we also provide advice as it relates to various pension options that retiring individuals who have defined benefit plans may opt for.

 

  • CORPORATE TAX PREPARATION

We prepare approximately 75-80 corporate T2 tax returns annually including financial statement preparation.

  • BOOKKEEPING SERVICES

At TPG also have a number of qualified bookkeepers who provide bookkeeping on an ongoing basis.  This includes payroll services, preparation of T4's and T5's as well as Worksafe reporting and GST/PST reporting. 

Our Fee-Only Financial Planning Services include:

ESTATE PLANNING SERVICES

  • Determining what assets you own and establishing your net worth. 
  • Estimating your estate taxes and probate fee
  • Estimating survivor-ship income and entitlement
  • Assisting you in preparing an estate binder
  • Offering tax planning strategies to reduce your estate and probate tax  
  • Monitoring any significant changes and revising projections accordingly.

INVESTMENT MONITORING SERVICES

  • Determine your financial objectives (ie what are the funds for)
  • Determine the appropriateness of your asset mix given your objectives   
  • Monitor your investments to insure your rate of return is satisfactory  
  • Suggest changes when appropriate
We’ve been going to TPG for over 15 years to get our tax returns prepared and our finances reviewed.
We’re clients for life ”
— M.W. & L.M.

Our  History

Welcome to TPG Financial Services Inc.

We are a North Shore based financial planning and accounting firm.  We provide financial advice and accounting services in a holistic manner designed to assist clients in achieving their financial objectives.    

Established in 1979, TPG Financial Services was originally called Dollar Accounting Services, Terry Greene, purchased Dollar Accounting Services in 1993.  In 1996 he approached Doug Macdonald, a principal in Macdonald, Symko & Company (MS&C) with the intent of amalgamating their firms and as a result, MSC Financial Services Ltd was formed.  In 2000 Terry purchased another accounting firm called Digital North Accounting. In 2007 the relationship between MSC was dissolved amicably and the name of MSC Financial Services Ltd. was changed to TPG Financial Services Inc.

At TPG we incorporate a group of professionals to provide the services our clients require.  Travis Jmaeff, prepares the majority of T1 tax returns and he has been with TPG since 1994, during that time he has literally prepared 1,000's of tax returns. Cameron Burrows, CPA prepares the majority of our corporate tax returns, and we have two bookkeepers, namely Pantenha (Pany) Khatibian and Zhiva Vejdani, who in addition to providing bookkeeping also assists our firm with administration.  

In addition to focusing on the overall business activities of TPG Financial Services Inc., Terry also provides financial services on a fee-only basis, having obtained both his CFP and his R.F.P. financial planning designations.

Our Advisors

Terry Greene, CFP, R.F.P.
Principal - Fee-Only Financial Planner

Tel: 604-988-9876 Ext 1
tgreene@fee-only.ca

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Cameron Burrows
Corporate Tax Specialist

Tel: 604-988-9876 Ext 3
crb@fee-only.ca

Travis Jmaeff
Personal Tax Specialist

Tel: 604-988-9876 Ext 4
travis@fee-only.ca

Get Started

Now that you are familiar with who we are, understand the services we provide, and you are satisifed with our investment philosophy and fee structure you may be wondering, "What's next?"

Contact
TPG Financial Services Inc.

Our Address

250-233 West 1st Street,
North-Vancouver, B.C.,
V7M 183
Tel: 604-988-9876

Click here to find us.

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