Financing and Insurance
Our Professional Services - Financing and Insurance
Lack of proper planning can place you in jeopardy, cause your family hardship in uncertain times, and leave room for taxes to take away a great deal of your wealth. We will assist you in developing an overall financial plan based on your different goals to solve your specific problems in finance, taxation, business development, and asset inheritance.
Tax Planning
- Clarify your wealth goals
- Develop an asset net value table
- Implement recommended planning strategies
Investment
- Customize an investment portfolio based on your income, growth, and security needs
- Diversify investments, effectively manage risks, and achieve return targets
- Regular review and adjustment
Tax Consulting
- Protect your wealth
- Increase your tax-free retirement income
- Minimize inheritance tax
Estate Planning
- Help you seize opportunities to protect family assets
- Help you simplify estate processing
wealth-management-strategies
What does a comprehensive wealth management strategy include?
Retirement Planning
- Maximize your retirement savings and income
- Coordinate retirement transition matters
- Assist with business inheritance work
Insurance Planning
- Protect your financial stability
- Increase your tax-free wealth
- Minimize inheritance tax impact
Credit and Loan
- Manage cash flow
- Personal credit business
- Commercial financing and leasing
Education Savings
- Help you develop tax-efficient strategies for your family's education expenses
Tax regulations and laws are continually changing and can have a significant impact on how you operate and structure your investment and business. Comprehensive tax planning and compliance have become increasingly difficult to manage amid changing tax laws and regulations.
Our professionals are well-versed in the latest Canadian legislation to ensure you not only comply with tax laws, but stay on track with new developments and pay the least amount of tax possible. We are deeply involved in the work we do to understand your unique situation, pinpoint your specific needs, apply the appropriate resources and deliver a customized tax strategy designed to help you solve your biggest issues reach your goals.
We serve a wide range of individuals, companies as well as Family Offices, and entrepreneurs. Each client is unique, and as such, we tailor our strategies to specifically meet their needs. We provide fully integrated, multidisciplinary tax services, and address multiple client issues simultaneously. We work with you to define and build an ideal target operating model, improve compliance processes, engage in discussions around responsible tax, manage complex transactions, and add more value to your investment and business and beyond.
Canada Ekon Tax Services Inc.
Tax regulations and laws are continually changing and can have a significant impact on how you operate and structure your investment and business. Comprehensive tax planning and compliance have become increasingly difficult to manage amid changing tax laws and regulations.
Our professionals are well-versed in the latest Canadian legislation to ensure you not only comply with tax laws, but stay on track with new developments and pay the least amount of tax possible. We are deeply involved in the work we do to understand your unique situation, pinpoint your specific needs, apply the appropriate resources and deliver a customized tax strategy designed to help you solve your biggest issues reach your goals.
We serve a wide range of individuals, companies as well as Family Offices, and entrepreneurs. Each client is unique, and as such, we tailor our strategies to specifically meet their needs. We provide fully integrated, multidisciplinary tax services, and address multiple client issues simultaneously. We work with you to define and build an ideal target operating model, improve compliance processes, engage in discussions around responsible tax, manage complex transactions, and add more value to your investment and business and beyond.
One of the biggest tax challenges and opportunities for most of the high-net worth families lies in managing tax position and global effective tax rate. Our professionals help you implement practical tax optimization strategies. We advise clients on a broad range of domestic and foreign tax matters, helping them make smart choices that align with tax objectives and support business operations.
We provide dependable and quality consulting services of cross-border tax, trust planning, estate planning, transfer pricing and other sophisticated international tax issues to all sectors of multinational industry, commerce, and high-net-worth individuals and families. We endeavor to provide our services in a comprehensive and cost-competitive manner, while providing our customer care advantage.
We deliver a comprehensive, practical approach to tax planning that helps multinational businesses meet their worldwide tax and statutory responsibilities while identifying opportunities and providing specialized services to achieve cost efficiencies in line with the company’s risk profile.
Canada Ekon International Tax & Trust Consulting Co., Ltd.
One of the biggest tax challenges and opportunities for most of the high-net worth families lies in managing tax position and global effective tax rate. Our professionals help you implement practical tax optimization strategies. We advise clients on a broad range of domestic and foreign tax matters, helping them make smart choices that align with tax objectives and support business operations.
We provide dependable and quality consulting services of cross-border tax, trust planning, estate planning, transfer pricing and other sophisticated international tax issues to all sectors of multinational industry, commerce, and high-net-worth individuals and families. We endeavor to provide our services in a comprehensive and cost-competitive manner, while providing our customer care advantage.
We deliver a comprehensive, practical approach to tax planning that helps multinational businesses meet their worldwide tax and statutory responsibilities while identifying opportunities and providing specialized services to achieve cost efficiencies in line with the company’s risk profile.
