Financial advisor in Richmond
In Richmond the conversations often involve more than one country. Family money, property or income sitting outside Canada changes what needs reporting and what should be held where.
Serving Metro Vancouver
Licensed in British Columbia
Advising since 2013
Fees explained upfront
What money looks like in Richmond
Newcomer and returning-resident families are common, and the first year of Canadian residency sets up years of tax consequences.
Foreign property and foreign income reporting comes up regularly, which is accountant territory we plan around rather than replace.
Cantonese and Mandarin are spoken at home in many households, and we advise in both alongside English.
Who do we most often work with in Richmond?
What matters most here
Residency, income splitting and what the CRA expects to see.
Deciding what to hold personally and what to hold in the corporation.
Cover that works when family and assets sit in more than one place.
Local detail
Other places we advise
Your next chapter starts here
Talk to an advisor about your finances in Richmond
A complimentary 15-minute assessment. No cost, no obligation, no pitch.
Complimentary 15-minute call · No obligation
“Ken and his team are knowledgeable, responsive, and easy to partner with.”