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Six Departments

Unveiling Our Internal Structure: Navigating BK's Organizational Landscape Across Six Specialized Departments Tailored to Deliver Comprehensive Services to Our Valued Clients

Estate & Trust Division
资产继承及信托部

Estate Planning

Inheritance Tax Reduction Planning

Tax Relief Planning for Will Certification

Corporate Succession Tax Planning

Trust Planning

  • Setting up Canadian Trusts, Offshore Trust Planning

  • Family Trusts, Granny Trusts, Children's Trusts

  • Corporate Trusts, Insurance Trusts

Succession

  • Will Drafting

  • Executor Services

  • Trust and Estate Trust Taxation

 Insurance Division
保险部

 Insurance Design

Personal, Family, and Corporate Insurance

Customized Insurance for Non-Canadian Individuals

Tailored Insurance for Corporate Share Transactions

Customized Insurance for Trusts

Customized Investment-Linked Insurance

Prelim Underwriting 

  • Medical Expert Health Underwriting Pre-assessment

  • Financial Underwriting Pre-assessment for Individuals, Companies, and Trusts

  • Financial Underwriting Pre-assessment for Corporate Share Transaction Policies

Visitor to Canada 

  • Super Visa Insurance

  • Private Health Insurance

  • Health Insurance for Canadians Abroad

  • Medical Insurance for International Students

  • Accompanying parents within Canada

Taxation Division
税务部

Tax Planning

Enterprise, High Net Worth, Immigration Tax Planning

Tax Compliance for Overseas Assets and Companies

Assisting clients in Canada with effective tax reduction within the bounds of tax regulations

Offshore Trust Taxation

Immigration and Corporate Tax Consulting

Tax Litigation

  • Representing businesses and individuals in tax litigation

  • Negotiating and reaching agreements with the CRA

  • Handling tax rebates for overseas buyers, and managing reassessment processes for both corporate and personal taxes

Tax Filing 

  • Personal Tax, Corporate Tax, New Immigrant Tax Planning

  • Reporting T1135 for Overseas Assets

  • Filing T1134 for Overseas Corporations

  • Overseas Buyer Tax Rebates

Investment Division
投资部

Investment Planning

  • Aligning with individual investment risks and preferences

  • Meeting personal investment goals and needs

  • Investing with personal integrity

 Investment Product

  • Mutual Fund, Securities

  • Insurance Investments, Capital-Protected Funds

  • Trust Investments

  • Private Equity Projects

Investment Advice  

  • Real Estate Investments

  • Land Investments

  • Commercial Investments and Financing

Social Welfare & Pensions
社会福利及养老金部

Middle-Class Family Planning

  • Middle-Class Family Financial Planning

  • Tax Reduction and Social Welfare

  • Retirement and Elderly Care Planning

  • Children's Education Reserve Planning

 Risk Planning

  • Mortgage Protection Planning

  • Unemployment and Disability Insurance Planning

  • Critical Illness and Long-Term Care Planning

Tax Filing

  • Annual Family Tax Filing

  • Social Welfare Application

  • Child Welfare

  • Government Subsidy Application

Full-Service Firm
全服务公司

Professional

  • Specialized Expert Group with Clear Professional Expertise

  • CFA, CFP, TEP, CLU, CPA (CA), LLB/JD

  • Specialized roles

  • Team Collaboration

  • Decades of Expertise in Respective Fields

Comprehensive

  • Robust Professional Service Resources
    Corporate Law, Family Law, Tax Law, Estate Law

  • Trust Companies, Banks, PwC

  • Canadian Private Healthcare

  • Expert Doctors

Engaged Relationship  

  • Efficient Personal Service Assistants

  • Streamlined Service Processes

  • Accessible Service Delivery

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Black Key Financial Consulting Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, protected veteran status, or any other characteristic protected under federal, state or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.

Pursuant to Transparency in Coverage final rules (85 FR 72158) set forth in the United States by The Departments of the Treasury, Labor, and Health and Human Services click here to access required Machine Readable Files or here to access the Federal No Surprises Bill Act Disclosure.

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