CPA, CA has consulted to numerous clients concerning their businesses and estates over the past 30 years. He is an accomplished corporate and personal tax specialist with a particular focus on estate planning and personal and corporate tax minimization. Joe was previously a tax partner at KPMG where he serviced numerous corporate and affluent family clients. He is also the author of several tax articles and papers and has spoken to numerous tax groups, including the Canadian Tax Foundation and the Ontario and Canadian Institutes of Chartered Accountants.
are Canadians with significant wealth or wealth potential who want to explore insurance, tax and other strategies that will enable them to meet or enhance their financial objectives including cash flow during retirement. Their wealth sources may include their professional or other business, senior employment positions or investment assets.
Our Process is threefold:
We spend time gathering your financial facts and strategies and an understanding of how you expect your family balance sheet will evolve over time.
Knowing your objectives assists us in designing a financial roadmap for the future. We will review your financial goals and objectives and how they will impact you and your family.
Designing Financial Solutions
We design financial solutions to enable you to achieve your financial and family objectives. We will assist you in sorting through complexities of available tax, insurance and other strategies to ensure your objectives are met within the constraints of your personal tolerance for complexity and risk.
Joe Yukich Financial Services Inc.
First Canadian Place,
100 King Street West,
Toronto, ON M5X 1C7