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Testimonials:
In November 2010, we had occasion to call on Tim Chang and the Estate and Financial Planning Services of Dialtax to structure a succession plan which would ensure that our children benefit fully from our estate. Working with Tim, we developed a plan which combines financial independence for us with limited tax exposure for our children. We obtained Tim's expert services, quickly, efficiently and in a timely fashion and we were pleased to be able to share this plan with our children over the holiday season. We have no hesitation in recommending Tim and Dialtax Financial, Estate and Tax Planning Services to anyone interested in crafting an estate plan to provide financial security, long term investment growth and meet succession objectives.
Dr. Menes and Francoise K. Pierre-Pierre
Tim Chang of Dialtax has provided excellent expert advice to rollover my assets under Section 85 of the Income Tax Act, saving my family and estate, hundreds of thousands in taxes should I pass away. Neither I nor my children were aware of the tax implications for the numerous investment properties that I owned. Tim explained it all in layman terms - tax implications, how to minimize the taxes for the estate, how to maximize the retention of assets for the beneficiaries. He devised estate and financial planning solutions and implemented the plan for me. My children and I are grateful for his expert advice and the ‘peace of mind’ solution.
Mohammad K Matar
Tim really helped us do proper estate planning that minimized our tax liabilities and developed an investment plan which will give us financial independence earlier than our expectations. Tim has a good understanding of market mentality and he can recommend excellent investment opportunities.
Raj Rishi
Ottawa
Tim and his team have been extremely helpful in supporting me in starting my business. He is able to provide a one-stop for services including providing me and my family with exceptional tax advice, facilitating our need for additional insurance, and providing holistic financial planning which have all helped me to achieve financial independence. I would recommend Tim as he his able to provide the appropriate level of support and advice no matter your stage in life.
Susanne DiCocco, MPA
Consulting and Coaching Services
Certified Integral Coach
My family and I would like to thank you and the Dialtax team for all the help you have given us with the accounting need of our family business and in our recent issues with the Canadian Revenue Agency. Throughout this stressful time your knowledge and assistance has helped us to resolve our issue with them effectively and efficiently. Without your accounting knowledge and compassionate treatment we would not be where we are today with our business. We truly appreciate your services.
Manbir K. Bal.
Owner, Darvesh Auto Repairs Ltd
Kinburn, Ontario
Tim Chang and Dialtax provide a comprehensive, integrated approach to taxation, corporate accounting, investment and financial planning. We trust Tim with all of our financial concerns and are realizing significant tax savings while being confident of a comfortable retirement.
BJ Mills Consulting Inc, Ottawa
The time Tim spent explaining our business and personal taxes was more than I expected. My previous accounting firm was simply filling my returns with no explanations. I'm glad I took the recommendation from my colleague to sit down with him and work on a "game plan" for my business and my family.
Stephane Lacelle
Ottawa
Whether it’s personal finance or new investment ventures, I always bounce my ideas of Tim to get his unbiased opinion and so far, he’s been right every time. He is my trusted investment advisor
- Thanks
Alok Takkar
Ottawa
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