COVID 19 - UPDATE Mar 28,2019

In Order to protect our Clients & Staff, we are doing everything in our power to comply with social distancing by limiting 1 on 1 interaction. As a result we are proud to offer you the following options:

In person Meeting:

In order to continue our unique tax experience we are continuing with our in person appointments with the following option:

  • All clients are asked to DROP OFF all tax documents in person or
  • UPLOAD their documents using our online registration form IN ADVANCE
  • We will complete your return then, schedule a short meeting for your review & to answer any questions

If review is not necessary, clients can simply pick up without scheduling a meeting.

 

Electronic Delivery :

We have now created a new way to deliver our unique tax experience by providing you with the option of online appointments and Electronic Signatures to review and complete your tax return:

  • Web Meeting Through your Phone, PC or Tablet
  • Secure Electronic signatures and Delivery of your tax return through DocuSign.
  • Just UPLOAD your Documents when you complete our online registration Form

Welcome to OBS Financial Services

-Our Offices-

Oakbank

664 Main Street

Oakbank, MB R0E 1J0

Ph: 204-444-5678

 

Services:

Springfield, Lorette, Bird's Hill, St. Andrews, Beausejour, Transcona, Winnipeg East

Saint Adolphe/ South Winnipeg

St. Adolphe, MB

Ph: 204-946-6678

 

Services:

St. Adolphe, Ritchot, St. Agathe,        St. Norbert, South Winnipeg, Ile des Chênes, Niverville

St. Vital

In Transition

 

Ph(204) 946-6678

 

Please contact:

Ryan@obstax.com

 

OBS Financial Services is your one and only destination for all aspects of Real Wealth Management. Our Business Model focuses on the four separate, (Investments, Insurance, Income Tax and Business Services)yet co-existing practices towards Real Wealth Management.

 

Financial Freedom is a term that gets thrown around by many Banks, Investment companies and advisors, but what is the true definition of Financial Freedom? Does it vary from person to person? And what skills are required in order to drive the process towards it?  At OBS Financial Services, we believe that Financial Freedom can only be achieved through the practice Financial integration and Real Wealth Management.

 

Real Wealth Management the integration and the planning practices of Investing, Income Tax, Life and Living Insurance Protection. The Plan must look at all elements of wealth, which include, Accumulation, Growth, Preservation and Transition of after tax assets from one generation to the next.

The Solution

Over the past 24 years, OBS Financial has positioned ourselves to help you with these elements, no matter what stage you may be at.

Please feel free to check out our services, and contact us to find out more about how we can help you on your journey towards Financial Freedom, for now and generations to come.

 

News You Can Use

Investments

All your investment questions and needs can be found here at OBS Financial

 

Learn More

 

 

Insurance

Travelling

Buy your Medical, Travel and trip cancellation insurance online

 

Learn More

 

 

Income Tax

Your 2018 Personal Income Tax Filing Deadline is April 30, 2019

 

Have you gotten your Carbon Tax Rebate?

 

Learn More

 

 

Business Services

Check Out our Calendar for all your important Year End Filing Deadlines

 

Learn More

 

 

In order to ensure our accuracy, and make sure you pay the least amount possable we ask that all clients complete our registration forms. New This year are 3 seperate forms, one for New Clients, One for returning Clients and ones for Deceased Clients. Additional Forms may be required based on you answers and Tax Situation

 

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