Advisory Services

At Westwood Financial, we provide expert advisory services that help businesses and individuals navigate the complexities of the financial landscape. Whether you're looking for assistance with tax planning, business growth, or strategic financial decisions, our team of professionals is here to offer clear, practical advice designed to meet your specific needs. We focus on delivering solutions that enhance your financial position and ensure long-term success.

Business
Advisory

Navigating the ever-changing business environment requires sound advice and a well-crafted strategy. At Westwood Financial, we provide businesses with the insight and guidance they need to optimize operations, drive growth, and minimize risk. Whether you're a startup or an established enterprise, we offer comprehensive support to help you achieve your business goals.

Our Business Advisory Services Include:

  • Business strategy and development

  • Operations improvement and performance optimization

  • Succession and exit planning

  • Mergers, acquisitions, and business valuations

  • Risk management and regulatory compliance

  • Financial forecasting and budgeting

Tax Advisory

Navigating the ever-changing business environment requires sound advice and a well-crafted strategy. At Westwood Financial, we provide businesses with the insight and guidance they need to optimize operations, drive growth, and minimize risk. Whether you're a startup or an established enterprise, we offer comprehensive support to help you achieve your business goals.

Our Tax Advisory Services Include:

  • Corporate and personal tax planning

  • Cross-border tax and compliance (Canada/U.S.)

  • Tax-efficient investment strategies

  • Indirect taxes (GST/HST, sales tax)

  • Estate and trust planning

  • Tax dispute resolution

Financial Advisory

At Westwood Financial, we understand that strong financial planning is the foundation of long-term security. Our financial advisory services focus on helping you manage your wealth, optimize cash flow, and build a solid financial future. With a deep understanding of investment, retirement, and estate planning, we provide strategies that align with both your current needs and future aspirations.

Our Financial Advisory Services Include:

  • Wealth management and investment planning

  • Retirement and estate planning

  • Debt management and cash flow optimization

  • Risk management and insurance planning

  • Financial forecasting and budgeting

We’re here to help.

Whether you have a question about our services, or simply want to learn more, please don't hesitate to reach out.