BLACK KEY
FINANCE
You have a goal, we have the plan.
我们的财务管理目标
帮助客户合法规避法律及税务风险与挑战；
在稳固客户资产的基础上，结合风险控制，寻求合理的回报
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.
*The services of providing Mutual Funds are offered through 3i Financial Investment Services Inc.
**The services of providing life insurance and segregated funds are offered through IDC Worldsource Insurance Network, details presented at insurance partners of Black Key Financial Consulting Inc.
Why Black Key?
VISION
Everything you need to know is to take control of your tax situation and financial future. You can leverage our professional experience and knowledge to help you to reach your goals, step by step
MISSON
Education by our knowledge, guidance by our expertise, efficiency to invest your money and growth your assets with us
Free Taxation Clinic 税务诊所免费咨询
现黑钥金融开放免费的税务咨询Taxation Consultation
有看不懂的税务局信件？有不明白福利条件？有算不对的退税/应缴税？
咨询范围：
· NOA reassessment的解释以及相关争议解析
· 现有公司税务计划改良
· GST/HST reassessment的解释以及相关争议解析
· 遗嘱信托/家庭信托（Estate Trust/ Trust reassessment）的解释以及相关争议解析
· 海外买家退税案件的解释以及争议解析
· 非税务居民的批复以及拒批信件解析
· 其他税务相关情况
特别说明：
· 咨询人收入要求：年收入低于$60,000，appointment 时请携带2021年NOA
· 每人仅限一次appointment（45 mins）
· 此活动仅限咨询，不接受任何授权或代表以及相关出庭事宜
· 咨询范围仅限税法（加拿大），不包含其他的任何法律以及其他国家的任何法律
