Anni Markmann is a Certified Financial Planner since 2000. The CFP designation is earned through education and experience and requires annual continuing education. Anni has earned the designation of Certified Professional Consultant on Aging, a professional dedicated to providing the highest quality of service possible to Boomer and Senior Clients.
A CPCA learns about the physical, social, and psychological aspects of aging; understanding how grief and loss affect each of us, learn about financial and estate planning requirements, wellness, spirituality, and most importantly, the ethics of dealing with older clients. Anni started her career with a major bank in 1985.
A CPCA learns about the physical, social, and psychological aspects of aging; understanding how grief and loss affect each of us, learn about financial and estate planning requirements, wellness, spirituality, and most importantly, the ethics of dealing with older clients. Anni started her career with a major bank in 1985.
Services
Income Tax Preparation - not just filling in the blanks, also provide advice for future tax strategies and review past returns looking for missed tax savings - affordable fee and quality service!.
Estate Plan Review -what will happen to your family financially when you die; who is your executor(s) and alternates; guardians for your children; what are the advantages and disadvantages to naming beneficiaries on your accounts, investments, and life insurance policies; what are the pitfalls of accounts joint with an adult child; who is your power of attorney while you are still alive; who is your power of attorney for health; what is a living will; how much will the probate and lawyer fees be; how much will your estate pay in taxes?.
Estate Plan Review -what will happen to your family financially when you die; who is your executor(s) and alternates; guardians for your children; what are the advantages and disadvantages to naming beneficiaries on your accounts, investments, and life insurance policies; what are the pitfalls of accounts joint with an adult child; who is your power of attorney while you are still alive; who is your power of attorney for health; what is a living will; how much will the probate and lawyer fees be; how much will your estate pay in taxes?.
Dont just get your taxes done. Get the most non-refundable and refundable tax credits and tax deductions you are legally entitled to receive! Review past tax returns for missed credits and deductions (disability tax credit, medical expenses, and more); adjust tax returns up to 10 years! Advice on how to structure your retirement income to pay the least amount of taxes in retirement and get the most benefits you are eligible for!
To pay for your Income Tax Service from your bank account (major bank or credit union), use Interac e-Transfer (fee may be $1.00). Interac e-Transfer is a simple, convenient, and secure way to send and receive money directly from one bank account to another.
All you need is access to online or mobile banking through a participating financial institution, and you can send money to anyone with an email address or mobile phone number and a bank account in Canada - without sharing any personal or financial information.It's a great alternative to cheques and cash.
All you need is access to online or mobile banking through a participating financial institution, and you can send money to anyone with an email address or mobile phone number and a bank account in Canada - without sharing any personal or financial information.It's a great alternative to cheques and cash.
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