WELCOME to canada consultation program
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 private clients in the transferring of assets to Canada without hassle and in a tax efficient manner.  Working with a team of professionals, the program includes tax residency consultation, transferring assets from oversea to Canada, maintaining assets oversea, opening a bank account, opening of investment accounts, buying residential property, applying for a mortgage, as well as filing a first tax return in Canada.  Our private clients engaged in the program are guided by our consultant throughout the process.  For more information about the program, please click on the link below.​​​​​​​
fee-based financial planning program
Many Canadians often missed tax-saving opportunities because of the lack of knowledge and experience in managing their finance.  Our Fee-Based Financial Planning program ensures that we act in the best interest of our private clients and that they get holistic and objective financial advice .  We are held to the highest standard and provide recommendations that are suitable to our clients' needs.  Financial planning include tax planning, investment planning, retirement planning, and estate planning.  Private clients with investable assets over a specific threshold are automatically enrolled into the program.