Koda Financials/TaxAdVise - Airdrie, Alberta

C P.

There’s not enough words to express how grateful we are that we found Veronica!

We were unexpectedly laid off from our jobs and were in need to move our pensions from our former employer’s program. Veronica was the ONLY advisor talking about tax implications and how to make sure we paid as little as possible.

Not only that, she handled all the interactions with our former providers to ensure the transfers were handled as quickly as possible. I’m excited to say our portfolio with Veronica is making more money than we ever dreamed it could.

On top of all that Veronica also did our taxes this year. All her tax planning for us was spot on and we ended up with a very large refund this year. I am positive if we went with anyone else we would have had to pay through the nose.

Veronica is so patient and non-judgemental. She wants to make sure you understand everything and takes the time to explain anything you don’t understand. We definitely have a partner in Veronica and we couldn’t be happier.

Clive R.

TaxAdVise has been taking care of mine and my family’s taxes for years and we know we will always get the best return! Veronica the owner, is always up-to-date with all the new tax laws and all the newest information which makes her the most knowledgeable person we know! After getting a complementary financial check up, she is now looking after our finances too! HIGHLY recommend!

Aileen G.

Myself and my fiance have been using Veronique's services for over 5 years now. She truly cares about her client's financial well-being and is an excellent coach in guiding her clients in having a healthy financial future. I have less anxiety about my finances because I have the tools to set our family up for success. A. Graham, Airdrie, AB

Anne B.

Veronica has made me a lot of money in one year! Very professional and has advised me on how to keep my assets growing.

Very responsive and personable she is like a good friend and is taking excellent care of me. One stop shop for taxes, investments, and insurance.
Anne, Calgary

Ayla W.

Veronica is the most knowledgeable person I know when it comes to both finances and taxes. She specializes in everything from personal to businesses, and you can really tell she wants the best for clients! Very passionate and you can tell she truly loves what she does. I would recommend her to anyone!

C C.

What a amazing discovery. Veronica is truly a fantastic, knowledgeable and professional tax adviser. She will guide your finances where they need to be and inform you on how you can become richer and will educate you on what needs to be done today in order to have a comfortable tomorrow. Many thanks!!

Aaryn L.

I have worked with Veronique for a year now, working to build my investments, retirement savings and emergency fund. I'm 25 years old and I am very confident that I am poised to have a solid financial portfolio in later life because of the work I've done with Veronique to secure my financial future.

At this age, I feel that it's very important for me to learn as much as I can about all types of financial goings-on, whether taxes, registered accounts (TFSA, RRSP) and even eventually, mortgages, estate planning, etc. There's so much to learn and I am grateful to have Veronique as my guide!

Thomas B.

Veronique has a tremendous amount of financial knowledge and one of the many things I like about her is that makes time to stay up-to-date with everything that's going on in the financial world. She can help you with your taxes, build a plan for retirement, health insurance and more.