Swift Financial Advisory is a Canadian-based Financial Services firm serving incorporated professionals and growing businesses with financial organization, strategic reporting, and risk protection.
We keep your books clean, your numbers clear, and your tax accountant happy.
We keep financial management clear, structured, and efficient — so you can focus on growing your business and securing your future.
We start with a focused consultation to understand your financial goals, challenges, and current structure.
We assess your records, identify gaps, and evaluate opportunities for improvement — ensuring accuracy and compliance.
We design a tailored plan for bookkeeping, tax efficiency, insurance protection, or business setup.
We implement the plan with precision — organizing records, preparing documentation, and ensuring everything is CRA-ready.
We provide ongoing guidance and monitoring to keep your finances optimized year-round.
We believe financial success is built on three pillars:
Precise bookkeeping and financial reporting are the foundation of every strong business. We ensure your records are organized, compliant, and audit-ready.
Beyond numbers, we focus on strategy — identifying opportunities for tax efficiency, cost savings, and financial growth.
We help safeguard your business and family through tailored life insurance and financial protection strategies.
