Financial Advice for
Every Stage of Your Life
At Crossroads Planning, our goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future.
A Fresh Approach
to Financial Planning
Here’s an idea of what you can expect when working with us:

Save Time
Mastering personal finance requires years of research and learning.
Our collaborative approach helps eliminate the learning curve and allow you more time to do the things you love.

Your Goals, Not Ours
We're driven by your success, not product sales or commission.
In fact, as Fiduciary Advisors, we have a legal responsibility to place your interest before our own.

Clarity
Financial clarity cannot exist without knowing where you want to go.
That’s why we’ve built a process that helps you define your personal version of success and what it takes to get there.

Accountability
Staying committed to acheiving your financial goals can be tough.
Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small.
SERVICES
Comprehensive Financial Planning
This is the state of your cash flow, how you manage debt (and how to get rid of it), your net worth and what’s available for emergencies — as well as long-term planning for your goals.


Services
Tax Preparation
Because virtually every financial decision has tax implications, effective financial planning demands attention toward tax planning. That’s why for us, “Tax season” doesn’t end on April 15th — it is year round.
From annual tax return preparation to strategic planning, our team of professionals provide an integrated solution.
Services
Wealth Management
Our wealth management process begins with us working to understand your personal situation, financial goals, and risk tolerance. The result is a customized investment portfolio and wealth management solution tailored to your specific needs.

Meet the People Behind the Planning

Tony T. Chan, CFP®, EA
Registered Investment Advisor & Tax Specialist

Garrett G. Jones, CFP®, EA
Financial Planner & Tax Specialist

Brandon Pope, EA
Tax Specialist
We're Proud of the Company we Keep
There’s an old adage that says you’re only as good as the company you keep. Here at Crossroads Planning, we’re firm believers in this sentiment, which is why we’re proud to rub shoulders with a variety of partners who are committed to the success of financial planning industry.









Ready to Get Started?
Whether you have a specific question or are just curious about how we might be able to help you, please fill out the form below and we will contact you soon.
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What We Believe:
Tax Return Preparation Ontario Statistics 2018
Feb:813
Mar:415
Apr:144
May:780
June:260
July:114
Aug:300
Sept:795
Oct:41
Nov:157
Dec:963
Tax Return Preparation Ontario Statistics 2017
Feb:879
Mar:831
Apr:334
May:565
June:210
July:139
Aug:509
Sept:227
Oct:535
Nov:546
Dec:975
Tax Return Preparation Ontario Statistics 2016
Feb:265
Mar:549
Apr:810
May:266
June:718
July:867
Aug:150
Sept:530
Oct:281
Nov:295
Dec:309
Tax Return Preparation Ontario Statistics 2015
Feb:409
Mar:610
Apr:337
May:450
June:767
July:299
Aug:196
Sept:646
Oct:129
Nov:530
Dec:210
Tax Return Preparation Ontario Statistics 2014
Feb:669
Mar:720
Apr:568
May:204
June:265
July:542
Aug:64
Sept:531
Oct:91
Nov:875
Dec:797
Tax Return Preparation Ontario Statistics 2013
Feb:742
Mar:948
Apr:339
May:23
June:243
July:649
Aug:565
Sept:652
Oct:258
Nov:903
Dec:102
Tax Return Preparation Ontario Statistics 2012
Feb:202
Mar:298
Apr:671
May:332
June:829
July:881
Aug:672
Sept:498
Oct:600
Nov:240
Dec:703
Tax Return Preparation Ontario Statistics 2011
Feb:783
Mar:767
Apr:396
May:874
June:642
July:193
Aug:683
Sept:383
Oct:141
Nov:21
Dec:406
Tax Return Preparation Ontario Statistics 2010
Feb:671
Mar:972
Apr:35
May:929
June:875
July:137
Aug:954
Sept:76
Oct:436
Nov:624
Dec:408
Tax Return Preparation Ontario Statistics 2009
Feb:504
Mar:80
Apr:763
May:104
June:320
July:465
Aug:970
Sept:103
Oct:232
Nov:365
Dec:977
Tax Return Preparation Ontario Statistics 2008
Feb:558
Mar:660
Apr:257
May:699
June:681
July:664
Aug:83
Sept:351
Oct:635
Nov:118
Dec:280