Consultation Programs

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The Welcome To Canada consultation program is designed for new immigrants and returning citizens from various countries.  The objective of the program is to assist our clients in the transferring of assets to Canada in a tax-efficient manner.

Many Canadians often missed tax-saving opportunities because of the lack of knowledge or experience in managing their finance.  Our Fee-Based Financial Planning program ensures that we act in the best interest of our private clients so that they can get holistic and objective financial advice.