How we can help you plan for the future

Whether you require “one off” independent personal financial planning advice or a detailed financial plan to help you better manage your money, achieve a financial goal or grow your wealth, Dane King, CPA, CMA, FMA can help you.

Dane has supported numerous professionals, executives and business owners with sound financial advice for over 17 years. For a flat fee he can help you achieve your personal financial goals. Contact Dane today to discuss your personal financial goals.

book an appointment
1-888-865-3870

Personal Financial Planning Services

Personal financial planning advice
Preparation of a written personal financial plan
Personal tax planning
Estate planning
Retirement planning
Cash management
Debt reduction/debt restructuring
Wealth transfer strategies
Portfolio advice
Asset allocation​,etc.

Get started by calling or booking an appointment!

book an appointment
1-888-865-3870

About Dane

Dane is a former Professor Accounting, Taxation, Retirement Planning and Marketing Planning at Colleges in the GTA and overseas. Former President of Stratking Advisory Services Inc. between 2011-2015 comprising a wealth management division.

He has delivered numerous seminars and presentations on personal financial planning, wealth management and tax planning and published many articles in LinkedIn.

For over 10 years, he has advised numerous professionals, executives and business owners at leading financial services firms in Canada such as Clarica, Investors Group, RBC Dominion Securities and BMO Investments.

Today Dane also offers fee based personal financial planning, tax planning and wealth management services at CPA firm Stratking Accounting and Tax Professional Corporation. Professionals and business owners may also have their tax returns prepared and filed.

You can count on Dane for independent, experienced and objective advice.

Qualifications

Holder of Post Graduate Diploma in Marketing (DipM)
Certified Management Accountant (CMA)
Chartered Professional Accountant (CPA)
Chartered Management Accountant (ACMA,UK)
Chartered Global Management Accountant(CGMA)
Financial Management Advisor (FMA), a wealth management designation issued by the Canadian Securities Institute
Personal Financial Planning Course
Wealth Management Techniques Course
Canadian Securities Course
Investment Funds in Canada Course
LLQP

Our Personal Financial Planning Services

book an appointment
1-888-865-3870

Our Personal Financial Planning Services

book an appointment
1-888-865-3870

Testimonials

Our clients complete satisfaction is our NUMBER ONE priority.

“​​I have been a client of Stratking Accounting and Tax for the last 5 years and have achieved excellent results in terms of reducing taxes and filing my income tax returns on time.

Dane is always willing to share his ideas with me and take the time to understand my needs and try to help me out.”

Clive Deonarine
“​​I have been a client of Stratking Accounting and Tax for the last 8 years. Dane is very professional, efficient and is always up to date on the CRA rules and regulations. He makes the entire process easy and enjoyable.

I am very pleased with the services I receive from Stratking Accounting and Tax and would highly recommend them.”

C. Ngabonziza
“My husband and I are retired professionals and have used Dane King,CPA,CMA and Stratking Accounting and Tax Professional Corporation, personal income tax services, since 2016, to prepare and file our personal income tax returns.

Dane is efficient , knowledgeable about CRA updates and completes our tax returns promptly, all the time. He offers flexible working hours and has multiple electronic submissions options for ease of sharing documents. ”

Gale May
“We have been a client of Stratking Accounting and Tax since 2015 and have achieved excellent results for our tax returns.

Dane is always willing to share his ideas with me on how to improve things, also he helped us with the purchase of a residential property for our son.”

Andreea and Christian Borlestean

Schedule Your Free Consultation Today! Call 1-888-865-3870

CONTACT US
1-888-865-3870