The Power of Unity, The Dignity of Difference

Matawa Financial Advisory Services assists with enhancing Matawa First Nations’ management, administration, and quality of life by delivering accounting/bookkeeping, governance, and financial management advisory services. The Financial Advisory staff will work with the First Nations’ management and other key personnel to advance accounting/bookkeeping, governance, and financial related matters.

Other services may include working with communities who may be in default management with the government to work on Management Action Plans, repayment plans with third-parties, and generally in the areas of banking and insurance.

Matawa Financial Advisory Services staff will be available to work with the community finance personnel in the areas of computerized accounting/bookkeeping, financial planning, policy development, reporting, and audit preparation. There will be a library of resources that is frequently updated on the three main areas the Financial Advisory Services covers (see links below), i.e. accounting/bookkeeping, governance, and finance. It will include information on various topics including sample templates, policies, procedures, forms, work instruction checklists along with information on best practices. Member First Nations are invited to suggest resources to be added and shared based on what has worked for them and by doing so it can be shared with all communities.

In addition, we will provide other financial information resources for individuals to access on their own time in terms of personal financial management.

Year-Round Income Tax Assistance

As you may be aware, some good things about filing an income tax return are:

• To apply for the GST and the Canada Child Benefit
• To be eligible for government programs, benefits, and services
• To establish your contribution room for a Tax-Free Savings Account
• To get a refund of excess tax, CPP or EI withheld from your income
• To receive federal or provincial “refundable” credits
• To establish Registered Retirement Savings Plan (RRSP) contribution room
• To establish and/or carry forward tuition, education and textbook amounts
• To automatically renew the Guaranteed Income Supplement (for seniors who are receiving it)

Matawa in partnership with the Canada Revenue Agency, Community Volunteer Income Tax Program, is now offering tax filing assistance year-round to individuals and families who meet the following criteria:

• Matawa community members (verified via status card)
• Individuals and/or families with a modest working income
• Have a simple tax situation
• Have benefits, such as Canada Pension Plan, Old Age Security, disability insurance, employment insurance, and social assistance as the main or only source of income
• Are a Youth or Student

If you meet any of these criteria and require assistance to have your income tax return prepared and filed, then this service is for you.

Please ensure you obtain the following so that you can have an income tax return prepared and filed:

• You have paper or electronic copies of your 2022 tax information slips, i.e., T4, T4A, T2202, etc.

For further details and to set-up an initial interview and appointment please e-mail Lloyd Wabigwan, CPA, CMA, at lwabigwan@matawa.on.ca or call 807-344-4575 to leave a message with your name and contact information.

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