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.

More Services

Canada US Cross Border Taxes

Hall & Company provides professional cross border accounting services to ensure your taxes are filed properly and on time. We assist you if you: work in the US from Canada (US Canada Taxes) or, work in Canada from the US (Canada US Taxes).

Small Business Accounting

At Hall & Company, we know that operating a successful business takes a great deal of hard work and dedication. Whether you are just starting up or need advanced accounting solutions, our Vancouver accountants have a solution for your small business.

Film Accounting & Visual Effects

As film accountants we specialize in providing film accounting, taxation services and financial planning advice for individuals and companies in the film and visual effects industry. For production companies, we will coordinate Federal and BC film tax credits including documentation required for CAVCO registration.

Personal Income Tax

Whether you’re a small business owner, self-employed, or work part/full time, your personal income tax filing can be a vehicle to save you money. Hall & Company will work with you as your Personal Income Tax Accountant to determine the best approach to your income tax filing.

Testimonials

“I really appreciate Charlie’s down-to-earth, practical approach. Along with being very professional, Charlie has a gentle manner and is very easy to talk to. I value the personal interest he takes in me while helping to grow my business within the parameters of my lifestyle.”

Claire Sutton / Claire Sutton Consulting Inc.
November 28, 2013
Charlie is like the old fashioned doctor who makes house calls! He has a great casual approach and explains accounting issues in layman’s terms. When it comes to my accounting needs, Charlie is always one step ahead!
Carol Milne / TV Commercial Producer
August 28, 2021
The team at Hall & Company have provided me excerpt service I had very complex tax situation and they went above and beyond to help me.
Gayle
January 06, 2022
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Get in touch

Send us a message to setup an appointment

Get in touch

Send us a message to setup an appointment