PERSONAL Finance
Personal Financial Management
Marexx can bridge the gap that exists in the personal financial services industry; providing independent, objective and, comprehensive tax and financial management services to individuals. Many individuals become frustrated with fragmented financial advice originating from diverse financial practitioners without regard to personal tax implications.
Marexx offers the following personal financial services:
Personal income tax preparation and filing for individuals with:
- T4 income
- Pension Income CPP, OAS, pension and investment income
- Self employment income
- Farming Income
- Rental Property Income
- Home based businesses
- Sales (Real Estate, etc.)
- Professional businesses
Other Personal Services:
- Tax reduction strategies – individual and family
- Debt reduction strategies
- Financial planning strategies
- Cash flow management
- Budgeting techniques
- University / College funding strategies
- Retirement and estate planning
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Personal finance refers to how you manage your money, including your income, expenses and savings. A strong focus on managing personal finances allows you to develop a better understanding of your financial health. This knowledge becomes the first step to developing sound strategies to meet your financial goals.