Financial Navigator

*Disclaimer

Click here to download the ‘Settlement and Tax Guide’ booklet. We recommend providing this booklet to your accountant.

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Avalon Accounting
Bookkeeping Services, Corporate Accounting and Tax Returns, Personal Tax Returns, Accounting Systems Setup, Payroll Setup and Support, Online Tax Filing Services.
https://www.avalonaccounting.ca/
(855) 728-2566
[email protected]

Bark
From finding a chartered accountant or help with bookkeeping to tax return support, enter your location and you’ll get accountancy service quotes from the best accountants near you fast and free.
www.bark.com
(604) 227-5161
[email protected]


H&R Block
Upload from home: Have your taxes completed by an expert, without having to visit an office.
Drop-off at an office: Simply drop your forms off at an office near you and H & R take care of the rest.
Do it yourself: Pick the tax software that best meets your needs and prepare your return on your own terms
www.hrblock.ca
(800) 472-5625
[email protected]


Liberty
As a leading tax preparation service, Liberty is here to help you navigate tax season remotely with ease. Whether you're a new client or returning, take advantage of our special offers and expert assistance. Trust Liberty Tax Canada for reliable, professional tax services tailored to your needs.
landing.libertytaxcanada.ca
(289) 277-5038
[email protected]


Liva CA
Canada’s largest virtual CPA firm equipped to help with taxes, advisory, bookkeeping, payroll, accounts payable, and other finance functions.
www.liveca.ca
(647) 496-5483
[email protected]


Tax Doctors Canada
Canada Wide Remote Service with expert certified tax accountants.
taxdoctorscanada.ca/canadian-tax-services
(855)-829-3627


WebTaxOnline

Taxes are done completely and securely online.
webtaxonline.ca
(289) 752-1215
[email protected]

If you are experiencing financial difficulty and are considering contacting a Bankruptcy Trustee, please note that declaring bankruptcy can adversely affect your disability case. Please consult with your Client Service lawyer for more information and guidance.

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Bankruptcy Canada Inc.
Bankruptcy Canada works together to provide customers with the most up-to-date, expert information on Bankruptcy and consumer proposals
www.bankruptcy-canada.ca
(888) 823-8239

BDO Canada
BDO Debt Solutions helps individuals manage and overcome financial difficulties through services such as debt consolidation, consumer proposals, and bankruptcy advice. Providing personalized solutions and expert guidance to regain financial stability and peace of mind.
https://debtsolutions.bdo.ca/
(855) 236-3328


Dodick Landau (Ontario)
Dodick Landau provide free consultations for individuals grappling with overwhelming debt, offering effective solutions tailored to their financial situations. Their services include a thorough assessment of the debtor's financial history and current circumstances, as well as discussions about future financial goals. This is particularly beneficial for clients awaiting settlements who require protection against creditor actions
www.dodicklandau.ca
(416) 736-4357
[email protected]


Farber & Partners (Alberta, Ontario, British Columbia only)
Farber is a professional services firm specializing in financial advisory, restructuring, and insolvency. They help businesses and individuals navigate financial challenges, offering solutions to optimize outcomes and achieve financial stability.
www.afarber.com
(844) 649-0040


Harris & Partners (Ontario)
Harris & Partners help people who are in financial difficulty find a way out of difficult situations. When times are tough they are available to help people turn their financial lives around. Harris &Partners is committed to solving your financial issues and providing solutions quickly. The type of people that visit a professional and well-known firm like Share Lawyers are good people who have gotten into a difficult situation and we feel that the same type of people may need our assistance. Committed to go the extra mile to save you, your business or your finances with a structure that works. With an individual approach to each claim, Harris Partners will work to find you a solution that makes you feel comfortable and ready to move forward.
harrisandpartnersinc.com
(888) 376-8488
[email protected]


Hoyes Michalos (Ontario)
Hoyes Michalos is a firm specializing in debt relief solutions and financial restructuring services. They assist individuals facing debt problems by offering personalized strategies such as consumer proposals and bankruptcy filings. Their goal is to help clients achieve financial stability and manage debt effectively through expert guidance and support.
www.hoyes.com
(866) 747-0660


MNP Debt
Canada's largest consumer firm, with over 60 years of experience helping Canadians break the cycle of debt.
mnpdebt.ca
(416) 515-3921


Raymond Chabot (Ontario, New Brunswick, Quebec only)
Regain control on your finances. Put a stop to your money problems and stress. Our counselors are here to help find the best solution for you. Consultation is free and confidential.

www.raymondchabot.com
(855) 263-0042

Smythe Insolvency (British Columbia only)
Smythe Insolvency provides expert guidance and solutions in financial restructuring and insolvency matters. They assist individuals and businesses facing financial difficulties, offering tailored strategies to navigate challenges and achieve sustainable financial health.
www.smytheinsolvency.com
(888) 751-2668

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Canada Debt Free
Canada Debt Free is a company that specializes in helping individuals and families manage and eliminate their debt. They offer services such as debt consolidation, credit counseling, and financial education to empower clients to regain control of their finances. Their goal is to provide practical solutions and support to achieve debt freedom and financial stability.
canadadebtfree.ca
(877) 433-0963
[email protected]


Consolidated Credit
Consolidated Credit Counseling Services of Canada offers charitable financial education and non-profit credit counseling supports to Canadians in all provinces and territories. Credit counselors can help you to understand your financial situation and review all available solutions to resolve personal debt. Consolidated Credit would like to assist Share Lawyers in minimizing debt repayment costs to Share Lawyers clients who experience a delay in gaining approval for benefits. We hope to make your clients’ benefit dollars go further to stabilize financial hardship.
www.consolidatedcredit.ca
(855) 912-6208
[email protected]

Share clients receive a 50% discount applied to the Debt Management Program inital fee, click here to receive your discount.

Credit Counselling Society
Credit counselling Society helps individuals tackle their financial challenges through debt consolidation, credit counseling, and personalized debt management programs. They offer guidance and strategies to achieve financial freedom and manage debts effectively, empowering clients to regain control of their finances and build a secure financial future.
www.nomoredebts.org
(888) 527-8999
[email protected]


Debt.ca
Debt.ca is a Canadian-based company that provides resources and services related to personal finance and debt management. They offer advice, tools, and solutions to help individuals understand and manage their debts effectively. Whether it's debt consolidation, credit counseling, or financial planning, Debt.ca aims to empower people with the knowledge and options they need to improve their financial health.
www.debt.ca
(844) 906-4991
[email protected]

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Caring for Clients
Caring for Clients is a financial planning firm dedicated to personalized wealth management and comprehensive financial advisory services. They prioritize client goals and aspirations, offering tailored strategies for investments, retirement planning, estate planning, and tax optimization. Caring for Clients aims to build long-term relationships based on trust and understanding, ensuring clients achieve their financial objectives with confidence and peace of mind.
www.caringforclients.com
(416) 363-8500


Cumberland Private Wealth
Create a wealth plan tailored to meet your lifestyle and financial goals and an investment plan that offers a custom portfolio solution containing our investment strategies.
www.cumberlandprivate.com
(800) 929-8296
[email protected]


Edward Jones
Edward Jones provides a wide range of investment services and products tailored to individual investors. They offer personalized financial advice and guidance on retirement planning, wealth management, education savings, and more. Edward Jones aims to help clients achieve their financial goals through a client-first approach, emphasizing long-term relationships and financial security.
www.edwardjones.ca


IG Wealth Management
IG Wealth Management offers comprehensive financial planning and investment management services. Providing personalized advice and solutions to help clients achieve their financial goals, including retirement planning, tax-efficient investing, estate planning, and more. IG Wealth Management focuses on building long-term relationships and delivering financial strategies to support clients throughout their financial journey.
www.ig.ca/en
(888) 746-6344
[email protected]

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Former Will
Formal Will provides online tools and services for creating legal wills and estate planning documents. Offering a convenient and accessible platform where individuals can draft, customize, and finalize their wills, ensuring their wishes are legally documented and secured. FormalWill.ca aims to simplify the process of estate planning, providing peace of mind for their clients and their loved ones.
www.formalwill.ca
(800) 734-8751
[email protected]

Use referral code SHARE100 to receive 30% of any product

Hummingbird Law
Are you prepared in the event of your passing or the passing of a loved one? Last Will and testaments; corporate Wills; powers of attorney; family trusts; estate administration; succession planning and probate.
www.hummingbirdlaw.com
(905) 731-1911
[email protected]


Willful
Willful is an online estate planning tool dedicated to helping Canadians create important legal documents for a fraction of the time and cost— without having to leave home. Willful’s legal content is created with a team of estate lawyers across the country so you can confidently create your Last Will and Testament and Power of Attorney
documents. Enjoy peace of mind knowing you have a plan in place for those who matter most to you.

Estate planning is an important task that many put off because it’s uncomfortable to think about, and can be inconvenient and expensive. Our mission is to help make estate planning more affordable and accessible
for Share Lawyers clients, ensuring they’ve put a plan in place for their family.
www.willful.co/en-qc
(416) 230-9766
[email protected]

Use your unique discount code SHARE15 for 15% off any pricing plan. Enter the promo code on the checkout page.

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Canadian Bankers Association (CBA) – Understanding Mortgages

Shop around for the mortgage that best meets your needs and make sure you understand the terms of the mortgage contract.
cba.ca/understanding-mortgages

Canada Mortgage and Housing Corporation (CMHC)

Helping Canadians meet their housing needs, champion research, and advice on the housing industry.
cmhc-schl.gc.ca

Government of Canada

Choosing a mortgage, renewing your mortgage, paying off your mortgage faster and more.
canada.ca/en/financial-consumer-agency/services/mortgages

Mortgage Payment Calculator Canada

The mortgage payment calculator below estimates your monthly payment and amortization schedule for the life of your mortgage. If you’re purchasing a home, our payment calculator allows you to test down payment and amortization scenarios, and compare variable and fixed mortgage rates. It also calculates your mortgage default insurance premiums and land transfer tax.
www.ratehub.ca/mortgage-payment-calculator

Mortgage Professionals of Canada

A non-profit, national mortgage industry association representing 11,500 individuals and 1,000 companies, including mortgage brokerages, lenders, insurers and industry service providers.
mortgageproscan.ca

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CI Direct Investing
From convenient online savings or learning how to invest properly, reach out today to start building your future with financial advise right at your finger tips.
www.cidirect.com
(877) 310-1088
[email protected]


Investment Planning Counsel of Canada (IPCC)
IPCC (Independent Planning Consultants Corporation) offers a range of financial planning and advisory services. They specialize in helping clients achieve their financial goals through personalized strategies in investment planning, retirement planning, tax efficiency, and estate planning. IPCC focuses on providing independent and objective advice to empower clients in making informed financial decisions for their future security and prosperity.
www.ipcc.ca
(877) 212-9799
[email protected]


Just Wealth
Honest and affordable financial advise from financial experts passionate about making the investment experience better for every Canadian.
www.justwealth.com
(866) 407-5878
[email protected]

Modern Advisor
Easy-to-use, free of conflicts of interest, high quality, low-cost investment solutions available to all Canadians.
www.mordernadvisor.ca
(888) 365-0075
[email protected]


QuestTrade
Canada’s largest independent online brokerage, with low fee investing and expert portfolio managers to help you start investing confidently.
www.questtrade.com
(888) 783-7866
[email protected]


SteadyHand
Low-fee investment funds with clear-cut advice.
www.steadyhand.com
(888) 888-3147
[email protected]


Wealth Simple Canada
Multi-platform banking and investing service that has made investing more accessible with user-friendly apps and low-cost services to help every Canadian achieve financial freedom.
www.wealthsimple.com
(855) 255-9038
[email protected]

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Policy Advisor
Simple, straightforward and stress-free insurance buying. Insurance advise built for the way you live.
www.policyadvisor.com
(888) 601-9980
[email protected]

Insurance Brokers Association of Canada (IBAC)
The national voice for property and casualty insurance brokers and an advocate for insurance consumers.
ibac.ca/
(416) 367-1831
[email protected]

Lowest Rates
Compare home and car quotes from the top insurance brokers in Canada. Enter the type of insurance and your postal code and receive quotes from 75+ Canadian insurance providers.
www.lowestrates.ca/
(855) 487-6911
[email protected]

ThinkInsure
Affordable premiums for your coverage needs on any type of insurance. Now servicing Ontario and Alberta.
www.thinkinsure.ca
(855) 550-5515
[email protected]

Surex
Get your personalized insurance quote today from up to 10 of Canada’s best carriers.
www.surex.com/home
(855) 697-8739
[email protected]

Easy Insure
Canada’s first full-service online insurance broker, comparing quotes from the top insurance companies to fit your needs. Enter your location and find the best insurance quotes for you.
easyinsure.ca/main.asp
(800) 679-2640
[email protected]

RateHub
Compare Canadian insurance broker quotes from multiple Canadian brokerages for auto, home, life, travel and small business insurance. Enter your location and you’ll receive your quotes within minutes.
www.ratehub.ca/
(866) 988-6324

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