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Join the 4% Club!

And have your income tax return reviewed

There are 3 ways to join The 4% Club:

  1. Drop your return off at our Godfroy Financial Office, 1304 B Lauzon Rd. Windsor ON N8S3N1
  2. Email your return to [email protected]
  3. Make an appointment below or call 519.258.1995

Did you know that only 4% of

Financial Advisors review your income tax return? 

What does that mean for you?


Your tax return can reveal a lot about your financial situation, which can help you make better financial decisions throughout the year. In addition, with the assistance of a qualified Financial Advisor, tax return information can be used as a tool to help increase your long-term wealth.

Many people work with an accountant to review their tax returns; however, few Financial Advisors check them. Studies have shown that only 4% of Financial Advisors review client tax returns as part of their practice.

Some financial institutions will not allow their advisors to review tax returns as they are concerned about liability risks associated with providing financial projections.

Your accountant will help with filing your return each year to help you get the highest refund possible, but your Financial Advisor may look at your return from a different perspective. A tax return provides a Financial Advisor with a more holistic view of a client's financial situation.


As a result, it can be used to glean information to assist future planning beyond an RRSP deduction or splitting your pension income with your spouse.

Has your Financial Advisor reviewed your tax return lately? Or at all? If not, Join the 4% Club, where you can get the "Godfroy Tax Reduction Review."

Our office offers a complimentary review of your tax return and provides you with potential strategies to reduce your tax bill based on your unique situation. And best of all, it helps you determine how you should decumulate your assets when you retire in the most tax-efficient manner possible.

Let's focus your attention on how we can use your income tax return to help make better financial decisions throughout the year and use it as a tool to increase long-term wealth. Sound good to you? Join the 4% Club today!