A Few Words About us


Mobility Financial Services Inc.

Mobility Financial Services Inc. / Mobility Tax was conceived and launched in 2007 in answer to our clients need for an all-encompassing service that can be offered either as specific components or as a whole. Mobility Financial Services Inc. consists of three segments: tax preparation/planning, financial road mapping and small business consulting. Each segment is complimentary to the others and any or all can be used to reach many of your goals; your businesses and/or your family’s.

Here at Mobility Financial Services Inc. we believe in educating our clients so they have a better understanding of how the tax system works, where their money is going and how to keep more of it in their pockets.

Knowledge is the key

Knowing that you can plan easily for your future is something everyone can do for themselves, their families and businesses. I think most people want this.

Knowledge is the key to making informed decisions. Having someone on your side helps as well! Having been in both the financial and tax industry for over 13 years I saw many gaps in both sectors. Many financial planners have no tax knowledge and are driven by quotas and the “new” product out there which they have to promote. The essence of great money management includes, but is not limited to, analysis and the creation of a financial roadmap which covers the following: cash flow, asset accumulation, debt management, emergency funds, proper protection, estate preservation and tax planning at all levels.

These services should be available to everyone, not just the very wealthy. We all have dreams that we want to see become a reality. As a company we have brokered contracts with leaders in the industry: RBC, BMO, Canada Life and Manulife just to name a few. We search the industry for the best products to match your needs and work in your best interest. We are proud of what we have accomplished to date, and will continue to improve our commitment to you and the services we offer. We look forward to working with, and for you, today and tomorrow.


A Message from the CEO

“Mobility Financial Services Inc. opened its doors in 2007 as Mobility Tax. Over the years we have evolved into a full financial services company. WE offer our clients a unique blend of tax preparation, financial road mapping and small business consulting. This is a unique blend of services and one every tax preparer and financial advisor should have but sadly do not. They go hand in hand. Here at Mobility Financial services we believe that everyone has the right to keep more of what is theirs in their pocket; money! We accomplish this by the combined services offered, education, resource center, web site.

I have been there and I am sure this resonates with many of you…… no direction or options of what I could do better, big promises and little, if any advice. As for financial planning, there was none. I didn’t not have enough in “my money pot” to make it worthwhile for the advisors out there.

“The only financial planning comes from the tellers at the bank who just want to know how much you are putting into your RRSP to ensure they make their quota and keep their jobs.”

Knowing that you can plan easily for your future is something everyone can do for themselves. their families and businesses. I think most people would want this for themselves and their family.

Knowledge is the key to making informed decisions. Having someone on your side helps as well!

Having been in both the financial and tax industry for over 13 years I saw many gaps in both sectors. Many financial advisors have no tax knowledge and are driven by quotas and the “new” product out there which they have to promote. The essence of great money management includes, but is not limited to, analysis and the creation of a financial roadmap which covers the following: cash flow, asset accumulation, debt management, emergency funds, proper protection, estate preservation and tax planning at all levels.

These services should be available to everyone, not just the very wealthy. We all have dreams that we want to see become a reality. As a company we have brokered contracts with leaders in the industry: RBC, BMO, Canada Life and Manulife just to name a few. We search the industry for the best products to match your needs and work in your best interest.

We are proud of what we have accomplished to date, and will continue to improve our commitment to you and the services we offer.

We look forward to working with and for you today and tomorrow.

Diane Colton, CEO Mobility Financial Services Inc.