About Tax & Planning Group
Welcome to Tax & Planning Group, where individuals, families and business owners enjoy services catered to their unique needs.
Although often addressed separately, taxes are an important component of financial planning and are best dealt with in tandem. There's an advantage to having a tax specialist understand your overall financial picture. Equally, having the financial planner involved in your annual tax filing allows him/her to more strategically approach tax planning and be more effective in achieving financial goals. This is what makes Tax & Planning Group unique; we focus on the synergy between tax and financial planning to drive better results.
Combining tax and financial planning is even more effective in a business owner environment. We provide synergistic tax & planning services to businesses operating in sole proprietor, partnership and corporate structures.
There's no revolving door at Tax & Planning Group, like you would find at a tax prep franchise out on the block or similar to when you're seeking advice in one of the big Canadian banks on the corner. We take the time to understand what makes you unique. It's a comfortable long-term relationship working with someone who you know will be there to assist for many years. Getting an answer on your time is quick and easy as a call/text/email away.
Services are customized to your needs. If you're only interested in having your tax returns done, no problem, we're here to serve. Keep scrolling to meet the team. We look forward to working with you!
Combine more than one for best results
Don't just take our word for it...
B&T S - Hamilton, Ontario
Mike Travers is awesome! He is very personable and has a real passion for his work and your financial success. He has a kind heart for people and spends the time that is necessary listening to your needs and goes out of his way to help. Mike has been very helpful with advise with my dental hygiene business as well as my family's financial and tax submission needs. One thing I want to point out is that Mike is very honest, and only gives advise regarding what is in your best interest. I highly recommend Mike Travers at Plan2bewealthy for these types of financial and tax services. He has also become a wonderful friend.
CB - Toronto, Ontario
I needed a great deal of assistance sorting through my taxes and making sense of it all. Mike was incredibly helpful and communicated clearly and often through the process. I will be using Mike's service again! Thanks Mike!
JM - Ancaster, Ontario
Mike was so patient and informative when it came to making decisions for my future. I realized I spent too many years avoiding making a move and it got to the point where I was procrastinating being a responsible adult. Mike edified my decisions and empowered me in taking to steps to financial planning. I always appreciate I can ask any question without ever feeling inadequate in my knowledge. Thanks Mike for helping me take something that seemed difficult and breaking it down so the future is now very bright.
CD & MS - Hamilton, Ontario
My Husband and I have been using Mike Travers' Financial planning services for the past three years. We are very satisfied with the results of our plan and would recommend his services to everyone.
Emily - Toronto, Ontario
Mike was very helpful with filing my taxes. Made it so quick and easy. I appreciate his work and professionalism. Thanks again Mike!
SM - Ancaster, Ontario
I have had the fortune of investing with Mike for quite some time. In all our interactions he has taken the time to ensure that my financial goals are in line with his analysis. Mike always makes himself available to address issues and provided detailed reasoning behind the advice he gives. I'd highly recommend him for your financial planning needs.
Helen & Allen - Ancaster, Ontario
Highly recommend working with Mike. He has been supporting me and my husband for years with all our financial planning needs. He is professional, highly respectful and responsive. He has been a great help to us and I have no reservations about providing a full recommendation.
JM - Ancaster, Ontario
Mike was so patient and informative when it came to making decisions for my future. I realized I spent too many years avoiding making a move and it got to the point where I was procrastinating being a responsible adult. Mike edified my decisions and empowered me in taking to steps to financial planning. I always appreciate I can ask any question without ever feeling inadequate in my knowledge. Thanks Mike for helping me take something that seemed difficult and breaking it down so the future is now very bright.
CD & MS - Hamilton, Ontario
My Husband and I have been using Mike Travers' Financial planning services for the past three years. We are very satisfied with the results of our plan and would recommend his services to everyone.
Emily - Toronto, Ontario
Mike was very helpful with filing my taxes. Made it so quick and easy. I appreciate his work and professionalism. Thanks again Mike!
SM - Ancaster, Ontario
I have had the fortune of investing with Mike for quite some time. In all our interactions he has taken the time to ensure that my financial goals are in line with his analysis. Mike always makes himself available to address issues and provided detailed reasoning behind the advice he gives. I'd highly recommend him for your financial planning needs.
Helen & Allen - Ancaster, Ontario
Highly recommend working with Mike. He has been supporting me and my husband for years with all our financial planning needs. He is professional, highly respectful and responsive. He has been a great help to us and I have no reservations about providing a full recommendation.
Emily - Toronto, Ontario
Mike was very helpful with filing my taxes. Made it so quick and easy. I appreciate his work and professionalism. Thanks again Mike!
SM - Ancaster, Ontario
I have had the fortune of investing with Mike for quite some time. In all our interactions he has taken the time to ensure that my financial goals are in line with his analysis. Mike always makes himself available to address issues and provided detailed reasoning behind the advice he gives. I'd highly recommend him for your financial planning needs.
Helen & Allen - Ancaster, Ontario
Highly recommend working with Mike. He has been supporting me and my husband for years with all our financial planning needs. He is professional, highly respectful and responsive. He has been a great help to us and I have no reservations about providing a full recommendation.
Helen & Allen - Ancaster, Ontario
Highly recommend working with Mike. He has been supporting me and my husband for years with all our financial planning needs. He is professional, highly respectful and responsive. He has been a great help to us and I have no reservations about providing a full recommendation.
Communication is key!
What's your preferred way of meeting these days? Whether by phone, video or in person, we have you covered. Our hours are flexible to suit your needs. Reach out using the phone number or email at the bottom of the page, or use the form directly below. We'll be sure to get back to you within 24 hours, if not sooner.
Burlington Office:
3310 South Service Road, Suite 300Burlington, ON L7N 3M6