Tax & accounting
CoPilot Tax
Proactive tax planning rather than year-end filing. Corporate and personal, cross-border, bookkeeping and part-time CFO support, all handled online.
Visit CoPilot Tax →A coordinated team
Your advisors should be talking to each other.
Most people end up with a scattering of advisors who never actually connect: an accountant who files the taxes, a lawyer who set up a will years ago, an insurance agent you met once. Each one sees a single slice of your situation, and the gaps between them, missed tax moves, conflicting advice, decisions that quietly stall, are where real money leaks away.
Where you fit
You’re at the centre. The team fits your situation.
Not everyone needs every specialist. The right team depends on how complex your financial life is, and it grows with you, with one financial plan holding it together.
Your financial plan sits at the centre, and the right people sit around it: investments and insurance, tax and estate, a group plan for your team, a business coach, help with giving. Everyone works from that same plan, so the pieces stay aligned and nothing falls through the cracks.
A straightforward situation might just be you, me, and a solid plan. The more moving parts you have, the more of the team joins in, each advising on their own piece, all working from the same plan.
My role
I bring it all into one plan.
One financial plan
Everything works from a single financial plan, so everyone is pulling in the same direction. You work with each specialist directly, not through me. My role is lighter: I help keep things cohesive, making sure the pieces stay aligned with your plan.
Everyone on the same page
The team shares one plan and one direction, and they actually talk to each other. That coordination is the whole point, and what most people never get.
It all runs virtually
Every specialist works with you remotely, over video and secure online tools. No offices to visit and no day off work, from wherever you are.
Already have a team?
Keep the advisors you trust.
If you already have an accountant or lawyer you like, there’s no need to switch anyone. I’m glad to work alongside whoever is already on your team, folding their advice into the same plan so everyone stays aligned.
Specialists I trust
And if you’d like introductions.
If there’s a gap on your team, these are independent specialists I know and trust. They service clients virtually across Canada.
Business coaching
Avid Performance Coach
Coaching for owners who’ve become the bottleneck, building the systems, delegation and accountability that let a company run without the owner in every decision. Virtual coaching, plus in-person growth-club events across BC.
Visit Avid Action Coach →
Estate planning
ClearEstate
Online wills, professional executor support, and probate guidance, combining a simple digital platform with real professionals. Fully online, across Canada.
Visit ClearEstate →
Health and Wellness Spending Accounts
MyHSA
For incorporated owners, a Health and Wellness Spending Account covers a broad range of medical, dental and wellness costs. The health-spending portion is a deductible business expense received tax-free, and the wellness side widens what qualifies. MyHSA sets up and administers the plan online.
Visit MyHSA →
Charitable giving
Charitable Impact
Donor-advised funds, made simple. You contribute to an online giving account, receive a tax receipt right away, then support any registered Canadian charity on your own timeline. The balance can be invested and grow tax-free until you donate it, giving you much of the flexibility of a private foundation at a fraction of the cost.
Visit Charitable Impact →These are independent specialists Girard Wealth can introduce you to. They are not affiliates of Girard Wealth, and working with any of them is never a condition of working with Girard Wealth. Each sets and charges its own fees, separate from any Girard Wealth fee. There is no referral arrangement and no compensation for the introduction, and they are recommended simply because they are good at what they do.
One call, and the whole team is within reach.
Free, about thirty minutes, no obligation.