Welcome to O.B.S. Financial!

Click below to register as a recipient or nominate a receipient for

The 2020 O.B.S. Financial Toy Drive!

 

 

COVID-19 UPDATE - November 2020

 

Our office is temporarily closed to the public.

However, we are still in the office and available for both phone and video calls during business hours.

 

COVID-19 Support for Individuals:

COVID-19 Support for Businesses:

A Message from Stacey Bartel

Stacey Bartel, President of OBS Financial, has created a Video Message explaining how OBS Financial can help during the COVID-19 pandemic.

Electronic Delivery :

We have created a new way to deliver our unique tax experience by providing the option of Online Appointments and Electronic Signatures to review and complete your tax return.

Tax Registration & Upload Center

Register and upload all of your tax documents from the comfort of your home.

Location/Hours

Our updated location and hours for tax season.

2020 Tax tips

Everything you need to know about getting the most out of your taxes!

Welcome to OBS Financial Services

-Our Offices-

Oakbank

664 Main Street

Oakbank, MB R0E 1J0

Ph: 204-444-5678

 

Services:

Springfield, Lorette, Birds Hill, St. Andrews, Beausejour, Transcona, Winnipeg East

St. Adolphe / Winnipeg South

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

 

O.B.S. 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 is 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 of your investment questions and needs can be found here at O.B.S. 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 of your important year end filing deadlines!

 

Learn More

 

 

In order to ensure our accuracy, and make sure you pay the least amount possible 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 one for deceased clients. Additional forms may be required based on your answers and tax situation.

 

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