Personal Financial Planning

Personal Financial Planning

Personal Financial Planning is a financial strategy that anyone can start using, at any point of their life. Whether you’re enjoying your 20’s or 50’s, Hall & Company’s accounting firm in Vancouver offers unbiased, personal financial planning. As your personal financial advisor, we’ll assess your financial position and develop a unique financial strategy that fits with your goals and lifestyle. With a combination of savings plans and tax strategies, we’ll get you on your way, even if you have debt. It’s never too late to start! Contact us today and learn how we can help you meet your financial goals.

Tax Deferred Savings Strategies

You’ve likely heard the savings acronyms being advertised by the banks: TFSA’s, RRSP’s and RESP’s. As your personal financial advisor, we’ll give you an unbiased opinion about which ones best suit your situation. Personal financial planning is made easy with our relaxed and approachable team, helping you start retirement early or save up for that dream trip.

Long-Term Investment Strategies

If you have larger investment capital, we’ll work with you to find the best long-term investment strategies across Real Estate, Business Investments, RRSP’s, TFSA’s and other channels. Our personal financial advisor team will provide an analysis for the pros and cons of each strategy, giving you the key knowledge needed to make a decision.

Trust and Estate Planning

Trust and Estate Planning involves the process of organization your assets for transference to your family or beneficiaries. As your personal financial advisor, we’ll assist you with all aspects of estate planning including will planning, tax planning and determining whether or not you will benefit from an alter ego trust or family trust.

Unlimited Liability Companies (ULC)

For U.S. citizens residing or investing in Canada, we will investigate the optimum personal financial plan for your situation including the analysis of setting up a US Unlimited Liability Company. Contact us to set up an appointment and learn more from our team of chartered accountants/chartered professional accountants.

© Hall & Company Chartered Professional Accountant | WordPress Website by Butter Creative

Back to Top