Introduction.

Hello. My Name is Bittu Jassal and I am the founder & owner of Jassal & Associates Inc. I currently have 2 designations to my name: I am a Certified Financial Planner (CFP) as well as a Charter Life Underwriter (CLU). I am currently working to get a 3rd designation as a Certified Executor Advisor (CEA) later this year. I also have a Bachelor of Commerce degree that I completed in India before immigrating to Canada in the 1980s.

My Story.

I have over 30 years of experience in the area of Tax Planning and am well versed with the Tax Rules in Canada. Over the past 30 years I have helped countless clients file their taxes for both personal as well as for their businesses. I am passionate about the financial industry and love advising and educating my clients about the world of taxes and how to plan for them.

I started my career in the financial industry by working part time for H&R Block in 1990. I then worked part time for Collier & Associates for about 6 years. I later took this experience, and from it, built my own client base and started providing them my own tax services.

About Jassal & Associates.

Jassal & Associates Inc. was formally established in 2009. At Jassal & Associates our focus is providing Tax services such as Personal Tax Preparation, Corporation Tax Preparation, GST/HST Filing, Tax Audits & specializing in Tax Planning. I am very passionate about educating my clients on the subject matter and work 1 on 1 with each of my clients to do tax planning all year round. My 30+ years of experience helps in providing the right guidance at the right time and I have been able to save my clients thousands of dollars in taxes each year.

Additional Services.

In addition to offering Tax Planning Services, I also provide Investment & Insurance services under 2 different organizations.

To provide Investment services, I have partnered with Keybase Financial Group Inc. Keybase is an independent mutual fund dealer, with locations and representation in each of Canada’s major provinces. They serve over 22,000 clients across Canada. You may check out my profile on their website and contact me if you are interested in any Investment services.

To provide Insurance services, I have partnered with OM Financial. OM Financial is a leading, national, Canadian–owned and operated Managing General Agency with 50 years of combined experience. Through this partnership, I am able to offer a wide range of insurance products. Please contact me if you would like to discuss this in more detail.

Education & Resources.

Part of my goal with this website is to provide a platform for my clients and potential customers where they can get educated on Taxes and the Tax rules. Please visit our Resources section of the website where I have provided education related to taxes such as RRSPs, RESPs, & TFSAs.

FHSA

Learn about the newly introduced First Home Savings Account.

RRSP

Learn the basics of a RRSP account & when to start contributing to it.

RESP

Learn the basics of RESPs & when to start strategically putting money into them.

TFSA

Learn all about TFSAs, what they are used for and how to utilize them when investing your money.

Get a personal consultation.

If you have any questions or would like to know more about my services, feel free to message us via the contact form on the contact page or send us an email at [email protected].