Answer 5 questions, one of which is your SIN number and click submit.
Qualified accountants will do a preliminary search to evaluate if there are unclaimed CRA authorized deductible items missed from the past 10 years.
If positive values are found and further clarification is needed, then you will be contacted by one of their authorized representatives for details.
Your claim would be forwarded to CRA directly on your behalf. You would affirm monies from your reclaim be direct deposited or mailed by cheque.
Fee for service by Personal Banker is 33% of the claim if found.
No fee applicable if no reclaim available.
It is your responsibility to comp Personal Banker the applicable fee after you successfully receive monies from reclaim services.
ALHAMBRA FINANCIAL INSURANCE & INVESTMENT INC. partnered with Personal Banker as a referral affiliate for a more complete financial advisory service to Alhambra’ clients and business reference. The affiliation of the two organizations arose from the synergies afforded Alhambra’ business references and clients, to identify monies hitherto unaccounted from personal income tax preparation shortage.
Personal Banker’ recovery process utilizes proprietary tax reclaim solutions to unlock tax refunds you may have missed over the past 10 years. Personal Banker conducts a deep individualized analysis of your past 10 years personal tax filing history, identifies the refunds you missed and delivers it to you. After completion of your past 10 years tax reclaim, the next phase forward ensures that you perpetually minimize tax payments henceforth. You’re on your way to a leaner, healthier financial life.
Their three part tax solution continuum (recover, reduce, resolve), is a precursor to effective wealth accumulation and a segment of legacy planning. Other comprehensive views into your financial life provided by the firm are, positive monthly cash flow, asset creation via investment management, and restructure of destructive debt via debt management.
Please note that completing the Personal Banker questionnaire, used to authorize the organization to pursue tax reclamation from Canada Revenue Agency, or use of other services provided by Personal Banker on referral by Marlon Hemmings, principal and director of ALHAMBRA FINANCIAL INSURANCE & INVESTMENT INC., will produce a snapshot of your personal financial data which may be shared with financial advisor, Marlon Hemmings, upon request. The current financial profile details generated are bound by standard compliance and PIPEDA (Personal Information Protection and Electronic Documents Act) regulations. Your shared data with Marlon Hemmings, will be used to identify any risk management deficiencies for assistance with shaping the appropriate, tailored advice. By completing the Personal Banker questionnaire, you authorize Marlon Hemmings and his distributor, Financial Horizons Group Inc. pursuant to his advisory services, to collect and maintain this information when you apply for an insurance and/or investment product or service. During the course of our relationship, in order to administer the insurance and/or investment product for which you may apply for, to fulfill our legal and regulatory obligations, for these purposes, we will share your information with third party service providers and insurers, to whom your are applying for products or services. You have the right to obtain access to the information we hold about you on file at any time to review its content and accuracy and to have it amended as appropriate. To request access to your information, to ask questions about our privacy policies, or to request that the information not be shared or used for the purposes outlined above, you can now or anytime in the future contact us. If you are no longer our client or this agreement terminates, we may keep your information in our records so long as it is needed for the purposes described above or as long as it may be required by law.
