Stratking Accounting & Tax
Professional Corporation

The Full Service CPA Accounting Firm for
Professionals & Professional Services Firms

Schedule Your Consultation Today! Call 416-270-6608

Personal Financial Planning

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.


Call Dane King today for a confidential appointment at 416-270-6608

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.


DANE KING

 DANE KING, CPA, CMA, FMA
Chartered Professional Accountant and Business Advisor

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

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.

Schedule Your Consultation Today! Call 416-270-6608

Book An Appointment

If you have any questions, please do not hesitate to send us a message. We will reply within 24 hours.

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