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Leanne M. Goddard, Chartered Professional Accountant

Accounting Firm, Accountant and Tax Preparation Services

Personal Financial Planning Support

Managing your finances means more than just managing your expenses. Here at Leanne M. Goddard, Chartered Professional Accountant, I help my clients develop long-term, strategic solutions towards their financial goals.

I’ll help you discover money-saving opportunities, allowing you to plan for the future and open yourself up to investment.

Gain confidence and pave the road for a bright successful future.

Call (778) 520-0022 today to get started.

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Located in Cranbrook serving Cranbrook

Leanne M. Goddard, Chartered Professional Accountant: Financial Planning Support Services

I can help you understand your finances and make your money work for you. Here are a few financial planning areas I can help you with:

Income and Cash Flow

Assessing your income and cash flow is the first step to personal financial management. I will look over how much money you have and how much you can put towards your expenses and investments.


I’ll discuss the valuable assets you have and what they can do for you.

Investment and Savings

I'll review your current investments and savings and identify ways to give you the best chance of achieving your financial goals.

Advice and Understanding

With me, you’ll learn how to make informed judgments about your spending, investments and tax consequences. Ultimately, I’ll give you the tools to maximize your tax deduction opportunities as well as assist to achieve your overall financial goals.

Wealth Management

I can assist you to make financial decisions with confidence by working with your financial advisor. Investment types, tax filings and reporting, retirement planning: all are areas that I can help you navigate. I offer assistance to people will all ranges of income, goals, and comfort levels.

My services can be utilized during tax preparation or separately throughout the year.

Retirement Planning

As the economy changes and people are living longer, it becomes increasingly difficult to plan for retirement. Guaranteed pensions are a thing of the past. I can help you evaluate your options for retirement savings and the tax impacts of those options. I can work closely with your financial advisor to ensure that all aspects of your financial situation and tax obligations are being considered.

Here are a few ways in which I help prepare you for retirement:

  • Adjusting your investments: This will allow you to plan your retirement and sources of income.
  • Repaying debts: I can also help create a plan to repay your debts so that you can enter retirement debt-free.
  • Applying for benefits: Doing this early will make sure that you receive the payment on time.
  • Budgeting: I calculate a realistic monthly income, including potential benefits, which can help you create a sustainable budget.
  • Tax planning: I can help you determine the tax consequences of different sources of income and ways to minimize tax obligations.

The Chartered Professional Accountant You Can Trust

Get in Touch Today

Contact Leanne M. Goddard, Chartered Professional Accountant today. I will do my best to assist you in any way possible. Call (778) 520-0022.

Get in Touch

Contact us now to schedule an appointment!

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