Welcome to KANG TAX & Financial Services
KANG TAX & Financial Services is a team of dedicated successful professional advisors, providing personal financial planning services, headquartered in Etobicoke. Currently helping over 350 individuals, we have the knowledge and experience to assist you and your family.
At KANG TAX, we follow a distinct process to provide you with the high level of service you have come to expect. ‘Cycling the Journey of Financial Success’, we value the long-term relationships that we have built with our clients and are committed to working with you to meet your primary concerns.
Owner, Sukhwinder Kang, is a Certified Financial Planner, and over the past five years has acquired the education and experience to help you achieve financial independence with strategies for wealth creation and asset preservation.
Achieve your long-term goals by developing a comprehensive personal financial plan; we can help you achieve your financial goals. Your personal plan will consist of your investment, insurance, tax, and estate planning needs – all specifically designed and suited to your situation. Tax planning and minimization is a key component of the financial plan for most of us. As part of the overall plan, strategies such as income splitting, and prudent use of leverage are evaluated.
Your account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, we will annually review your plan together and make appropriate adjustments.
At KANG TAX, we follow a distinct process to provide you with the high level of service you have come to expect. ‘Cycling the Journey of Financial Success’, we value the long-term relationships that we have built with our clients and are committed to working with you to meet your primary concerns.
Owner, Sukhwinder Kang, is a Certified Financial Planner, and over the past five years has acquired the education and experience to help you achieve financial independence with strategies for wealth creation and asset preservation.
Achieve your long-term goals by developing a comprehensive personal financial plan; we can help you achieve your financial goals. Your personal plan will consist of your investment, insurance, tax, and estate planning needs – all specifically designed and suited to your situation. Tax planning and minimization is a key component of the financial plan for most of us. As part of the overall plan, strategies such as income splitting, and prudent use of leverage are evaluated.
Your account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, we will annually review your plan together and make appropriate adjustments.
Our Promise
We believe in a holistic approach to financial planning, where everything we do affects the results, we achieve.
We promise you that, throughout all the years and even decades that we work together, you will never find another investment advisor who will care more about you and your family, or who will be more deeply committed to the realization of your financial goals.
We promise to invest your capital as carefully as we do our own, because we know that your hopes for your family’s future are every bit as sacred to you as ours is to us.
We commit to tell you the plain, unvarnished truth all the time, especially when you may not want to hear it. Finally, we will never tell you we can do something we can’t, nor will we tell you we are going to do something, and then not do it.
You will surely encounter financial advisors trying to sell you something. To us, your “plan” is the product. Your plan is a solution. The solution is to get you where you want to go, when you want to get there. Financial success isn’t driven by investment “performance” but by investor behavior. After all, you really only need to do three things:
a) Give your plan enough time
b) Give your plan enough money
c) Above all, never lose faith in the plan or us
If we work together, in that spirit of mutual trust, there’s nothing within reason that we can’t accomplish. Perhaps the most important thing is: you’ll never have to worry again.
There is no need to worry, because in a very real sense that’s what you are hiring us to do.
If you are going to pay for our investment counsel, and then worry about it, you have not really accepted our advice, which in effect means you don’t trust us. We can’t handle your account on that basis; it would not be fair to either of us.
Understand clearly that you are being asked to entrust your family’s financial future to us. Not to a particular financial plan, not to an investment portfolio – to us. And we, for our part, are offering to accept that responsibility.
Do you feel this is a basis on which we can proceed?
We promise you that, throughout all the years and even decades that we work together, you will never find another investment advisor who will care more about you and your family, or who will be more deeply committed to the realization of your financial goals.
We promise to invest your capital as carefully as we do our own, because we know that your hopes for your family’s future are every bit as sacred to you as ours is to us.
We commit to tell you the plain, unvarnished truth all the time, especially when you may not want to hear it. Finally, we will never tell you we can do something we can’t, nor will we tell you we are going to do something, and then not do it.
You will surely encounter financial advisors trying to sell you something. To us, your “plan” is the product. Your plan is a solution. The solution is to get you where you want to go, when you want to get there. Financial success isn’t driven by investment “performance” but by investor behavior. After all, you really only need to do three things:
a) Give your plan enough time
b) Give your plan enough money
c) Above all, never lose faith in the plan or us
If we work together, in that spirit of mutual trust, there’s nothing within reason that we can’t accomplish. Perhaps the most important thing is: you’ll never have to worry again.
There is no need to worry, because in a very real sense that’s what you are hiring us to do.
If you are going to pay for our investment counsel, and then worry about it, you have not really accepted our advice, which in effect means you don’t trust us. We can’t handle your account on that basis; it would not be fair to either of us.
Understand clearly that you are being asked to entrust your family’s financial future to us. Not to a particular financial plan, not to an investment portfolio – to us. And we, for our part, are offering to accept that responsibility.
Do you feel this is a basis on which we can proceed?
Our Beliefs
We believe in a holistic approach to planning where everything we do affects the results we achieve.
- We believe in the 5 Laws of Wealth Creation.
- We believe that in order to help my clients we need to fully understand our clients.
- We believe that the two key components of a successful financial plan are creating wealth and saving taxes.
- We believe in multigenerational planning to ensure preservation and growth of your family’s assets.
- We believe in a dollar a day.
- We believe that as you succeed, so shall we succeed.