

How It Works
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Together, we can help more Canadians achieve true wealth through integrated tax and financial planning.
Referral program options
Option Details
Personal Tax Referrals
A simple and rewarding structure for friends, family, and colleagues.
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Corporate Referral Rewards
TIERED REFERRAL SYSTEM WITH ACCESS TO EXCLUSIVE REWARDS & EVENTS.
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Union & Building Trades Referral Options
Mobility Financial Inc. works closely with members of the building trades and union communities.
We recognize that referrals in these communities are often about supporting one another and giving back. For referrals made by union members or trade professionals, MFI offers an additional referral option.
When making a referral, the referrer may choose one of the following:
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“Diane Colton at Mobility Financial Inc. has been an absolute asset to our business. Her expertise in corporate tax has saved us countless hours and ensured we remain compliant and optimized year after year. Diane combines professionalism with a personal touch, making complex financial matters easy to understand. It’s clear why she’s recognized with distinctions like the King Charles III Coronation Medal—she goes above and beyond for her clients. I wouldn’t hesitate to recommend Diane and her team to any business owner looking for knowledgeable and trustworthy financial guidance.”
“I have known Diane for 16 years and over that time she has helped with my organization of 700 workers immensely and personally with my taxes. From sage advice for filing to helping 118 of our members out of a tax nightmare brought upon them in a complex tax issue, she has always been professional and expedient. I highly recommend her and the knowledge she brings, to anyone who needs a trusted partner navigating the CRA rules, regulations and pitfalls.”
“Diane has been doing my Personal Tax Return for years, and I have never had any problems, errors or omissions. Diane’s pleasant and vibrant personality along with her Tax Knowledge in doing my yearly taxes gives me peace of mind. Diane’s clientele are fortunate to have such a dedicated tax specialist . Be sure to contact Diane for all your Income Tax Returns.”
“We want to acknowledge the expertise, support, and professionalism of our Mobility Tax representative. We have worked with Diane for over ten years, and she continues to expand her knowledge and stay ahead of industry changes. Her guidance has helped our small business flourish, and she consistently keeps our paperwork accurate and up to date. While we focus on running the business, she ensures we meet all government requirements and remain fully compliant.
We highly recommend Diane and Mobility Tax for any small, medium, or large business. She is truly a financial guru who delivers five-star, white-glove service.”
We highly recommend Diane and Mobility Tax for any small, medium, or large business. She is truly a financial guru who delivers five-star, white-glove service.”
“I have relied on Diane for over 15 years. She has consistently delivered valuable advice and recommendations on investments through volatile market shifts and has also provided tax services and guidance for my evolving business goals. Her attention to detail, knowledge and professionalism is unmatched. She strives to provide quick, efficient and effective solutions for any challenge/situation/problem. Her extensive experience allows her to confidently maneuver difficult situations with professionalism and integrity. Her commitment to a client’s success and her ability to adapt to changing financial needs over time have resulted in a mutually beneficial collaboration. As a long-term, loyal and trusting client I would highly recommend her.”
“I’ve trusted Mobility and specifically Diane with my taxes for years, and she’s incredible. She’s diligent, thorough, and somehow manages to keep everything on track. Although I don’t recommend this as a good tax prep practice, when I’m the one getting things to her at the last minute, she takes it all in stride with total professionalism. She’s prompt, reliable, and has incredible integrity. I would highly recommend Mobility to anyone looking for true pros who really care.”
I have been with Diane since 2005. She has not only completed yearly taxes and two estate filings; she has also provided sound expert financial advice. Last year I faced a very complicated tax situation and she went over and above to ensure the best outcome possible. She has the value of offering the best service as her overreaching goal for her clients. She remains current of tax rules. She has excellent communication, high attention to detail, excellent analytical skills, strong ethical standards and is very responsive to requests that arise throughout the year. I am grateful that she is the financial specialist supporting my financial goals and financial health.
