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 Services Ontario Statistics 2018
Feb:399
Mar:959
Apr:828
May:144
June:137
July:856
Aug:297
Sept:537
Oct:928
Nov:632
Dec:725
Tax Services Ontario Statistics 2017
Feb:596
Mar:790
Apr:842
May:623
June:303
July:336
Aug:919
Sept:879
Oct:772
Nov:277
Dec:79
Tax Services Ontario Statistics 2016
Feb:701
Mar:80
Apr:972
May:640
June:58
July:49
Aug:331
Sept:458
Oct:7
Nov:159
Dec:602
Tax Services Ontario Statistics 2015
Feb:15
Mar:900
Apr:682
May:943
June:531
July:406
Aug:365
Sept:127
Oct:196
Nov:206
Dec:751
Tax Services Ontario Statistics 2014
Feb:543
Mar:669
Apr:378
May:314
June:946
July:457
Aug:780
Sept:647
Oct:537
Nov:752
Dec:286
Tax Services Ontario Statistics 2013
Feb:801
Mar:618
Apr:53
May:808
June:778
July:656
Aug:953
Sept:793
Oct:555
Nov:635
Dec:736
Tax Services Ontario Statistics 2012
Feb:40
Mar:100
Apr:213
May:237
June:307
July:964
Aug:736
Sept:850
Oct:633
Nov:113
Dec:164
Tax Services Ontario Statistics 2011
Feb:571
Mar:945
Apr:225
May:108
June:696
July:511
Aug:704
Sept:496
Oct:129
Nov:758
Dec:304
Tax Services Ontario Statistics 2010
Feb:413
Mar:256
Apr:699
May:969
June:891
July:435
Aug:54
Sept:932
Oct:535
Nov:268
Dec:168
Tax Services Ontario Statistics 2009
Feb:231
Mar:905
Apr:693
May:864
June:17
July:857
Aug:443
Sept:589
Oct:802
Nov:668
Dec:697
Tax Services Ontario Statistics 2008
Feb:179
Mar:401
Apr:994
May:308
June:158
July:297
Aug:214
Sept:572
Oct:554
Nov:914
Dec:541