For Individuals10 / 10
Seniors / pension
Pension income, benefits and credits, all in order.
We report your pension and benefit income, apply pension splitting where it helps, and claim the credits available to seniors.
Who it's forIndividuals
How we meetIn person, video or drop-off
What to bring4 documents
Getting startedBook online in about a minute
Is this right for you?
This service is a good fit if you are…
Retirees
Couples splitting pension income
Anyone receiving OAS or CPP
Not quite what you need?
These are often booked alongside or instead. We can cover more than one in the same appointment.
Personal tax returnsAnnual T1 returns for individuals and families.
→
Tax planningYear-round advice to reduce what you owe.
→
Still unsure? Call (437) 477-7176 and we'll point you in the right direction.
What's included
What we handle for you
01
OAS, CPP and pension reporting
02
Pension income splitting
03
Age and pension amount credits
04
RRIF withdrawal planning
How it works
Three steps from booking to done
1
Book a time
Pick a day and time, and choose to meet in person, by video call or drop-off.
2
Bring your documents
Use the 4-item checklist below. Bring what you have and we will tell you if anything is missing.
3
We take care of it
We handle your pension income, explain the results in plain language and file everything for you.
Document checklist
What to bring
Bring what you have. We'll let you know if anything else is needed, and drop-off and video clients can send documents ahead of time.
T4A(P) and T4A(OAS) slips
T4RIF or other pension slips
Medical receipts
Last year's Notice of Assessment
Common questions
About pension income
Eligible pension income can be split with a spouse or common-law partner. We'll calculate whether it lowers your combined tax.
Yes, above a certain income. Planning can sometimes reduce it.
Ready to book?
We'll note Seniors / pension on your request. Just leave your details below.
Book an appointment
Prefer to talk? Call (437) 477-7176 or message us on WhatsApp.
Pick a time that suits you.
Leave your name, phone and email. We'll get back to you to find a time.
Confirmed within one business dayWe call or email to lock in your time.
In person, video call or drop-offChoose whatever is easiest for you.
No payment to bookChange or cancel anytime.
✓
Thank you.
We've got your request. We'll call or email within one business day to set a time that suits you.