Organic Financial Services
Together We Create Your Financial Future
Helping clients since 2012 with income tax filing and financial planning services with our fee only approach
How we do it
We take the stress away from you
about us
Something about us
We are a fee-only financial services firm, meaning we focus solely on providing financial planning assistance without selling any products. This sets us apart in a niche market, as most Certified Financial Planners generate revenue by managing investments or selling financial products.
what we offer
Our Services
Fixed-Fee Tax Filing
Maximize your tax savings with our comprehensive service! Each year, we guide you through the ever-changing tax landscape, ensuring your personal and business returns are filed accurately with the Canada Revenue Agency (CRA). As your registered representative, we handle any CRA questions or audits on your behalf, giving you peace of mind. Plus, every tax return we file comes with a 15-minute financial planning review, where we identify strategies to lower your income tax bill. Let us help you keep more of your hard-earned money!
Financial Planning
Take control of your financial future with our financial planning services! Whether you’re planning for retirement, managing debt, or building wealth, our experts offer tailored strategies to help you achieve your goals We offer flat fee pricing as well as hourly services tailored to your unique needs. With our flexible hourly rates, you only pay for the time you need, ensuring you’re getting exactly the support you require. Experience peace of mind knowing you’re receiving expert guidance to secure your financial well-being.
Our Team
We are Here to Help
Nicole Chamberlain (CFP®, BScN, RN, BA)
Certified Financial Planner® Owner
Since joining the financial services industry, Nicole has been dedicated to creating comprehensive wealth solutions for clients. Nicole has been a Certified Financial Planner® professional since 2010. This is the industry gold standard in financial planning, adhering to strict standards of competence and ethics. Nicole was previously an investment advisor at Manulife Securities, but her business now focuses exclusively on income tax return preparation and financial planning. Nicole has extensive financial and tax planning experience. She can provide recommendations for lowering your tax bill in all stages of life to maximize your after tax income. Nicole is an active mom of three children and has past volunteer experience with the Barrie Soccer Club, St. John Elementary School and the Victorian Order of Nurses.
our clients
Don't Just Take Our Word for it
★★★★★ 5/5
"As a student, managing finances and taxes can be overwhelming, but Organic Financial Services made the entire process so much easier. Their team was incredibly knowledgeable, patient, and attentive to my specific needs. They helped me navigate through my tax filing with ease and ensured I took full advantage of student-related benefits. I highly recommend their services to anyone looking for reliable, stress-free financial assistance!
Antoine Benton
Student
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