FINANCIAL PLANNING

Every family is different. We work with you to plan for your unique requirements. Financial planning, Tax Planning, Estate Planning, Small Business Planning

Financial Planning

税务规划不仅仅也不同于报税服务,完善的税务规划是财务规划过程的重要部分。加拿大的税务条例高度复杂,而且不断变化。我们用专业的策略来帮助个人和小企业减少税收从而获得最大的投资收益。

Estate Planning

您的会计师在帮您报税的过程中是否了解过您的整体财务规划与目标并给您提供建议来帮助您合理避税,从而大大地增加税后地收入. When is the last time your tax professional made a recommendation to better your financial situation . . . not just file your taxes?

Tax Planning, Small Business Planning

我们在报税的过程中会更多地了解您的财务目标,无论是退休规划,投资规划还是企业传承。并且通过我们对税务和各类投资理财产品特点地了解给出一系列的税务建议帮助减少您财务目标中税务的影响。

RISK MANAGEMENT & INSURANCE

Risk management is important for our family and our wealth. Follow this link to understand what risk means to you family. We use our expertise to help you get the best suitable insurance policies

Critical Illness

As a living benefit, it helps us to navigate through our most difficult time financially.

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  • Critical Illness flyer
  • Critical Illness flyer

Health Insurance

If your workplace do not provide extended health insurance, personal health insurance is the way to look at.

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  • Sunlife Health Policy
  • Manulife Health Insurance
  • Manulife Health Insurance
  • GMS Personal Health Brochure ON

Travel Insurance

Travel insurance can provide a peace of mind and let you or your family enjoy traveling to Canada for vacation.

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  • OPL Chinese Brochure (CH)
  • OPL Benefit Summary (CH)
  • GMS Immigrants&Visitors Brochure
  • GMS Immigrants&Visitors Brochure(CH)

Life Insurance

Protect your family, accumulate your wealth, pass your legacy, life insurance can help achieve all.

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Student Insurance

Provide in bound or out bound students protection from unexpected large medical expenses.

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  • TUGO留学生医疗保险
  • JF 留学生医疗保险
  • JF Student Medical Insurance

INVESTMENT STRATEGY

Grow your wealth steadily through balanced portfolio

Segregated Funds:

Invest in the public market with a unique protection

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  • Rev Royalty Fund
  • Pavilion Save on your Taxes
  • Centurion REIT

Discretionary Portfolio:

Leverage our discretionary portfolio offering to build more diversification in your investment strategy

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  • Rev Royalty Fund
  • Pavilion Save on your Taxes
  • Centurion REIT

Alternative Investment:

Add some alternative products into your portfolio to diversity your strategy

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  • Rev Royalty Fund
  • Pavilion Save on your Taxes
  • Centurion REIT

Please leave your brief information, We will get in touch witht you as soon as we can.


Email: info@goldstonefinancial.ca
Phone: 647-471-7321
Address: Suite 306, 85 Enterprise Blvd, Markham, ON