How We Can Help

With continued professional development and experience we deliver ongoing support and guidance to help our clients achieve their individual objectives.

Testimonials

Connelly & Koshy helped us with our year-end by doing all the stuff an entrepreneur doesn't want to do. We expected a highly professional and personable team and that is exactly what we got.

Remi G., President
Ignite Web Solutions Inc.

 

I want to thank Connelly & Koshy for providing us with ten years of expert advice.Your knowledge of CRA tax law and recommendations for our unique requirements has enabled us to establish effective and efficient tax strategies that are specific and relevant to the needs of our business structure.I have peace of mind knowing that you are representing our interests with CRA and I would not hesitate to recommend Connelly & Koshy to colleagues and associates.

Thank You

Stephen Burns

NOTRA, President & CEO

 

I have worked closely with the team of professionals at Connelly and Koshy for several years.  My most valued clients have benefitted from their superior tax advice, meticulous attention to detail and a thorough review and understanding of every aspect of their family's wealth management needs.  The team at Connelly and Koshy continues to earn the respect of successful entrepreneurs and busy professionals and I am proud to say they are an integral part of my business referral network.  I look forward to working closely with them for many years to come.

John R. Abbenda, CFP, TEP, CPCA Investment and Retirement Planner | RBC Financial Planning | Royal Mutual Funds Inc.