Curating comprehensive financial planning solutions via analyzing a client’s overall financial picture; including tax planning, investment management, & insurance while working with accountants, attorneys, & other professionals.
Design strategies to reduce client's tax footprint while adhering to the rules and employ estate planning & corporate wealth preservation tools.
Prepare client Investment Policy Statements (IPSs) based on objectives & constraints and also blend behavioural finance with traditional finance in determining the risk appetite.
Determine the strategic asset allocation via modern portfolio theory with exposure to both traditional and alternative assets thereby allowing a potentially higher degree of diversification.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Vancouver, British Columbia V5m2g6, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Tax Preparation, Tax Planning, Financial Advisory, Financial Planning, Retirement & Estate Planning, Investment & Wealth Management.
- HQ
- Vancouver, British Columbia
#thinkwiththilina Questions
#Thinkwiththilina's LinkedIn profile is https://ca.linkedin.com/company/thinkwiththilina
#Thinkwiththilina has
1 employees.
View email and phone details for 1
employees at #Thinkwiththilina.
#Thinkwiththilina's industry is
Financial Services
#Thinkwiththilina's top competitors are
Vohora Llp - Cpas & Business Advisors,
Burgess Kilpatrick,
Atira Property Management Inc.,
Independent Rent A Car Ltd,
Donair & Sub House,
Mirage Screen Systems Inc.,
Canatax,
Intech Environmental Canada Corp,
Mr Mikes Steakhousecasual,
Trutax.ca.
#Thinkwiththilina's categories are Financial Services
#Thinkwiththilina's founding year is 2020
