Elliott & Sangster

At Elliott & Sangster, our mission is to empower individuals and businesses to achieve financial stability and prosperity through personalized financial planning and proactive guidance. We believe in fostering strong relationships with our clients based on trust, transparency, and open communication. With over decades of collective experience, our team of seasoned professionals is equipped to tackle a diverse range of financial challenges and offer innovative solutions tailored to your unique circumstances.

Our Services:

1. Business Consulting

We guide businesses through various challenges, including organizational structure selection, securing financing, addressing operational issues, and optimizing profitability. Our comprehensive approach ensures sustainable growth and success for your organization.

2. Bookkeeping Services

Leave the meticulous organization and management of your financial records to us. We provide tailored bookkeeping services that ensure accurate tracking of income and expenses, streamline your financial processes, and save you valuable time.

3. Financial Planning

We collaborate with you to develop a personalized roadmap for achieving your financial goals. This includes planning for retirement, mortgages, investing, credit management, and estate planning.

4. Tax Consulting & Preparation

Stay compliant with tax regulations and maximize your potential refunds through our meticulous tax planning and preparation services. We sift through complex tax laws to identify deductions, credits, and opportunities to minimize your tax burden.

5. Estate & Gift Planning

Secure your financial legacy by creating a comprehensive estate plan that includes wills, trusts, and power of attorney. Our legal expertise ensures your assets are protected and distributed according to your wishes.

Why Choose Elliott & Sangster?

• Experienced Team: Our team of professionals has extensive knowledge and expertise in diverse financial fields.
• Personalized Approach: We tailor our services to your unique needs and goals, ensuring a customized and effective plan.
• Client-Focused Communication: We believe in open and transparent communication throughout the process, allowing you to stay informed and engaged.
• Collaborative Approach: We work in collaboration with other professionals in your corner, including lawyers, bankers, and insurance agents.