A business has to be involving, it has to be fun, and it has to exercise your creative instincts. – Richard Branson
Financial planning is the predetermined use of financial resources in order to accomplish certain goals and objectives.
Planning by allocating limited financial resources among unlimited alternatives. The shorter the perspective on tax planning, the higher the risk that must be taken and/or the fewer the options that are available. Most persons invest by responding rather than planning.
We can provide you with guidance in Planning (personal and business)
Where there is charity and wisdom, there is neither fear nor ignorance. – Francis of Assisi
We provide services for non-profit organizations such as churches and charities that need help with issues as:
Registration as charitable organization
Refund of Federal Excise Tax
G.S.T. rebate for public services bodies
Charitable and/or association taxes
To succeed in business, to reach the top, an individual must know all it is possible to know about that business. – J. Paul Getty
MORENO MANAGEMENT is a financial consulting firm based in Toronto, Canada. Our job is to ensure you make the most of your financial resources. We help you:
Identify and establish your financial objectives
Gather, process and analyze all of the necessary information in order to use it to build a financial profile
Once everything is prepared, we will develop your financial plan
You will choose different options to implement it in stages and we will monitor your plan on a regular basis, to ensure that it is performing to your expectations and update it when necessary.
Communication - the human connection - is the key to personal and career success. - Paul J. Meyer