Our Services

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

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OUR TEAM

Robert Pellegrino, CPA, CGA

905-761-8080 ext. 224
rpellegrino@kbfp.ca 

Philip Bright, CPA, CGA

905-702-1730
pbright@kbfp.ca

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