Yanpengcpa

Financial Planning

We provide a variety of financial planning solutions to help you manage and plan your wealth. Here are some services we offer:

  • Tax savings for high-income individuals
    • For high-income individuals, our accountants strive to maximize their long-term tax savings. We thoroughly explain the implications of insurance, TFSA, RRSP, etc. to guide you toward financial success. 
  • Investment Stocks Accounting
    • You can rely on us for filing capital gains and losses to CRA, alleviating your stress on complex calculations from frequent tradings.
  • Retirement Planning
    • We answer all your questions on planning your retirement, such as: “Should I retire early? What are the consequences?”. Our experienced team members will guide you through the planning steps, as well as addressing the implications of RRSP, TFSA, CPP, OAS, and GIS.  

Give us a call today or email us to start building your personal tax solutions with Yan & Peng CPA LLP!

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