B L Garbens Associates

Specialties

B L Garbens Associates Inc. is a fee-​for-​service financial planning firm and income tax return preparer specializing in delivering a comprehensive and integrated approach on all aspects of each client’s financial situation. Emphasis is given to delivering quality service and sound advice on a timely basis while developing an ongoing rewarding client/​advisor relationship.

We welcome corporate sponsors and private clients alike. Previous clientele include CEOs, Presidents, Vice-​Presidents, CFOs, CAOs, Directors, senior executives, mid level managers, lawyers, high net worth individuals, widows, single individuals and couples.

We have over 25 years of combined experience preparing personal and trust tax returns. We take pride on delivering our clients’ returns accurately and in a timely fashion and will work with you to ensure that no planning opportunities are overlooked. Our goal is to help you keep more of your hard earned money!

History

Established in 1998.

«When I began B L Garbens Associates Inc. in 1998, I wanted to build a financial planning practice that was rooted in unparalleled client service. This focus, combined with my depth of knowledge, results in financial strategies that are tailored to every phase of my clients’ financial life cycle. From cash flow analyses and tax planning/​preparation to estate, insurance and retirement planning, I take pride in understanding my clients’ needs and guiding them through complex financial issues. My style is empathetic and my advice is practical. This combined approach opens up new options for my clients and delivers positive results. I am committed to maintaining a professional practice providing the best in impartial counsel for defined hourly fees. With no products to sell, there are no hidden agendas and my clients appreciate receiving completely unbiased advice. «

Meet the Business Owner

Barb G.

Business Owner

«My credentials include an MBA from the Schulich School of Business at York University and a BA from the University of Toronto. Over the years, I’ve added considerably to my financial acumen by achieving certification as both a Chartered Financial Planner and a Registered Financial Planner. In addition, I’ve completed the Canadian Securities Course and participate on an annual basis in a range of professional development conferences, forums and workshops that define the leading edge in planning practices. I am frequently quoted in the media in publications such as Money Sense Magazine, The Financial Post, The National Post and Forum.»

See our website for those articles!