You have a goal, we have the plan.
Management a family's or individual's income and expenses, and ensure funds are available for savings and investment.
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.
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.
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.
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?
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
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
· NOA reassessment的解释以及相关争议解析
· 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
· 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）