EXTERNAL PROFESSIONALS

We’re committed to bringing you a better way to wealth and that includes recommending external professionals who can also help with your fiscal health. 

Tax FILING

We recommend McRoberts, CPA to ensure individuals and business owners have access to a Certified Professional Accountant to support them through the tax season.

As you prepare for tax season, the Federal Government has implemented new programs and tax credits that you can take advantage of in your 2023 tax filing.

Here's what's new for 2023
staff at mcroberts cpa

David McRoberts, CA, CPA (pictured second from the right) graduated from Wilfrid Laurier University with an Honours Economics & Accounting. He acquired experience at a national accounting firm where he obtained his CA designation. He purchased an established accounting firm, which is now McRoberts, CPA.

David McRoberts, CA, CPA
Location: 9 King St. W. Ingersoll, Ontario N5C 2J2
Phone: 519-425-4255
Email: office@mrobertscpa.ca

Connect with McRoberts, CPA

*Income tax services are provided independently and separately from iA Private Wealth Inc . iA Private Wealth Inc. and its affiliates do not provide income tax preparation services and do not supervise or review any income tax returns. Only the services offered through iA Private Wealth Inc, are covered by the Canadian Investor Protection Fund.*

*Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc.  Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.