Tax, accounting and planning work, handled in house.
These services are provided by Walker Wood Management Solutions as an outside business activity, separate from the mutual fund business conducted through the dealer. They are not the business of, or monitored by, Sterling Mutuals Inc.
Filing is the deadline. Planning is the work.
Returns get filed accurately and on time, but the value sits in the decisions made in the eleven months before that.
Tax Planning & Compliance
Personal and corporate tax filing, year-round planning, and reporting for more complex situations including estate returns, trust reporting, and cross-border tax matters.
Accounting & Compliance Support
Year-end preparation, financial statement support, CRA correspondence and audit response for owner-managed businesses and corporations.
Estate & Succession Planning
Estate and succession planning — wills, trusts, and wealth transfer strategies that protect what you have built, coordinated with the tax consequences of each option.
Outside business activity
The services on this page are conducted by Walker Wood Management Solutions as an outside business activity and are not the business of, or monitored by, Sterling Mutuals Inc. Mutual fund and investment business is conducted separately through the dealer and is described on the Investments page.
Let's talk about where your plans are headed.
Whether it's a tax question or a longer-term financial plan, reach out directly — no intake forms, no call centre.
Book a ConsultationTip: you can also hover (or tap) the logo in the header from any page to pull up these contact details.