Taxes

Taxes Simplified

Personal and Business Tax Services

“It’s not how much you make but how much of it you keep” – it’s our guiding principle when considering our advice for all financial products & strategies to ensure our clients pay FAIR amounts of tax now and in the future.

Many Canadians every year struggle to obtain proper income tax services and advice. Almost every year there are new credits and rules which we all must abide by when filling our personal income tax submissions. For the last 20 years Mateusz has honed his skills and deepened his knowledge to properly guide his clients through this process ensuring all credits are applied for and maximized on both personal and household levels. We can assist with current and past years submissions, applications for DTS (Disability Tax Credits) and/or Caregiver credits as well as self-employed individuals. If corporate tax advice and services are required, we will gladly make an introduction to a local trusted accountant or bookkeeper.

Not all Insurance products are the same. Likewise, not all brokers are created equal. I have known Matt for a number of years. He not only offers a wide range of insurance and investment products, but he provides the much needed advice on what wa best for me. I highly recomend giving Matt a call.

- Roger, Oakville

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Quality time spent with clients and advice you can rely on. Thanks. Mateusz Sak

- Scott, Milton

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Mat Sak with MS Wealth is a highly accredited Financial Services provider with rich knowledge of and access to many of the products in the market of Ontario Canada. MS wealth will help guide you to identify your personal insurance needs and build a comprehensive financial plan that will secure and preserve your wealth for you and your family.

- Daniel, Burlington

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I had the pleasure of meeting with Mat to discuss his services. I was impressed with the range of services he has to offer and his approach with his clients. He takes the time to get to know the individual needs of his clients and makes recommendations based on the client rather than selling a product that can benefit the insurance company the most. Mat is experienced and knowledgeable in his field and will work to get you the coverage that works best for you. I highly recommend Mat for all your life and health insurance needs.

Dr. Lisa R, Chiropractic Services

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I had the pleasure of meeting Mat recently. We spent time together discussing his business and what makes him so passionate about helping others. I’m sure he will share that story with you. I know understand his drive, motivation and concern for helping young families. Mat is hard working, trust worthy and reliable. I have no hesitation when recommending him to clients, friends and families that I deal with on a regular basis.

Stephanie G., Mortgage Agent

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I recently had the pleasure of meeting with Mat to get a better understanding of what offering his business provides. Mat specializes in life, disability and medical insurance. Mat is extremely professional, but also cares about his clients. He insures that he knows their needs and then sets out to find the right insurance for them. He does not sell insurance like a cookie cutter – one package working for every client. I was also impressed with his ongoing client contact. That is so important. I found Mat to be passionate about his clients which is a wonderful trait to have. I would highly recommend Mat to friends or clients of mine simply because he cares.

Norma Jean B., Stage Worx Home Staging & Design

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