Work with Bridex.
How to start in 3 easy steps.
A free 20-minute consult with a Chartered Professional Accountant.
Book a free consultation.
In your virtual meeting with Baldip Moore, CPA, CGA, you’ll share your financial goals, challenges, questions, and concerns.
Bal gathers the details he needs to understand where you are financially and where you want to go. Plus, it’s a great opportunity to get to know one another on a personal level. Building trust is key from the very beginning.
Create a high-level strategy and framework.
Once we’ve taken care of the formalities – like the contract and retainer – Bal begins crafting your financial plan. He reviews your financial documents, which you can send remotely through a secure file share. He includes every aspect of your life into your financial strategy, so that both personal and professional spheres are looked at holistically.
Become tax efficient.
After you review and approve your financial strategy and framework, Bal puts everything into place. He ensures that your personal and professional finances are in line so that you’re not paying more tax than you need to – not now, not ever. You’ll meet on a regular basis or annually based on your needs, to review your files and track your success.
Begin step 1 on your path to financial security and tax efficiency now.
CONTACT US
Unit 215 — 5455 152 Street
Surrey, BC V3S 5A5
Canada
LINKS
CLIENTS
Easy and secure file sharing.
Simply drag and drop your financial documents into the client portal. Your documents will be kept confidential and secure. You will receive a confirmation email when Bridex Accounting Services has received the documents.
