At iA Private Wealth in Niagara, we work with outside partners to help you fully understand your tax and legal positions and how they affect your financial planning decisions.
Angie Tellier, Tax & Accounting Specialist
Angie works with clients to develop tax strategies that benefit each individuals' situation. Whether you are looking for personal tax services, corporate tax strategies or both, Angie will evaluate your full financial details and help craft the best options for minimizing your tax liabilities.
Angie is a graduate of Niagara College with a diploma in Business Accounting. In addition, she is a graduate from Universal Accounting Center's Professional Bookkeeper Program and also holds a certificate in Marketing.
Income Tax Planning & Financial Management
Income tax preparation and planning is fundamental to the financial planning process. Your Advisor working directly with a tax professional can best customize an integrated investment and tax plan.
For more information please visit A Tellier Accounting and Bookkeeping.
*iA Private Wealth does not provide any income tax preparation service and does not supervise or review any income tax returns.