Tax Preparation

Holistic Wealth offers Tax Preparation services for individuals in Summerland, the South Okanagan, and even people across the country! Our Holistic Wealth process is a proactive service that inquires about your circumstances to introduce tax planning and tax reduction opportunities that you may not have thought of and you otherwise are missing.

We have a proprietary questionnaire that prompts us to look for any disclosures you have to make as well as tax deductions that you might otherwise overlook.

For example, for medical expenses, many people forget to include premiums for travel insurance, travel for medical appointments when a local option is not available, and we watch for extended health premiums which people pay for through their employer. This is in addition to the medical receipts you paid for.

Another example is charitable contributions. May people are not aware that you can accumulate these over five years. The tax savings is much higher once contributions exceed $200.

We can access your Canada Revenue Agency information to help explain any notices of assessment.
We currently accept payment via e-transfer, cheque, or money orders.


Tax preparation is not part of Manulife Securities Incorporated or Manulife Securities Insurance Agency.

Stocks, bonds, mutual funds and financial planning are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Agency (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents. Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company.