CLEMENT CHUNG · CFP, CLU, CIM
Tax planning in Burnaby & Metro Vancouver
Consider the tax implications of your financial decisions as part of a coordinated plan.
Start with the right questions
Tax planning is about understanding the connections between your choices. We consider your circumstances and coordinate with your accountant where tax filing or specialist advice is required.
- How do your sources of income fit together?
- What role do registered and non-registered accounts play?
- How might retirement withdrawals affect the wider plan?
- Which questions should you bring to your accountant?
What happens next?
Book a 30-minute introductory conversation. We’ll discuss your priorities, what information would be useful and the scope of a potential planning engagement. Any fees are discussed before you proceed.
YOUR NEXT CHAPTER
Start with a conversation
Tell me what is changing, what you want to achieve, and where you would like more clarity. We’ll discuss whether working together is the right fit.
Book an introductory call ↗30 minutes · Online · No obligation