BLACK KEY
FINANCE
You have a goal, we have the plan.
OUR address
625 Cochrane Drive, Suite 610 Markham, Ontario L3R 9R9
Toronto Office: (905) 754-3537
Fax: (905) 479-0856
Email: blackkey.toronto@gmail.com
3i Financial
Address: 9040 Leslie Street, Suite 221, Richmond Hill, ON L4B 3M4
Phone: (905) 597-5000
Fax: (905)597-8366
Email:
OUR
PLANS
Management a family's or individual's income and expenses, and ensure funds are available for savings and investment.
TAX PLANNING
Exercise undertaken to minimize tax liability through the best use of all available allowances, deductions, exclusions, exemptions, etc., to reduce income and/or capital gains.
RETIREMENT & EDUCATION PLANNING
Process of determining retirement income goals & the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets.
RISK MANAGEMENT
To avoid, minimize or protect yourself and your family from risk. The risk might be due to loss of family income from death, disability, illness, legal action, or other circumstances beyond your control.
ESTATE PLANNING
The collection of preparation tasks that serve to manage an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.
INVESTMENT PLANNING
The placing of funds into the proper investment vehicles based on the investor's future goals, time horizon, and priorities. This also takes into account the safety of the investments as well as liquidity and level of return. Ideally, proper investment planning will allow the investor's funds to produce financial rewards over time.
