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.
Personal Financial Planning Services
Personal financial planning advice
Preparation of a written personal financial plan
Personal tax planning
Debt reduction/debt restructuring
Wealth transfer strategies
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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.
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