Managing Director
CurrentWHAT I DO: I help small business owners who have retained earnings achieve significant tax savings on their corporate investments, use corporate money personally tax-free and ensure that their family wealth is kept together as long as possible by providing collaborative planning services alongside lawyers, accounts, and other advisory professionals. WHO I WORK WITH: -Accountants -Lawyers -Financial Planners-Private Bankers -Lenders -Business Consultants-Portfolio Managers -M&A Advisors-Trust Companies -Real Estate Investors -Private Equity Firms WHY IT WORKS: When you partner with Jamal Khan Financial Group you get the mostefficient, effective and high-level business succession, tax & estate planning for families that that want to grow their business and wealth while keeping it in tact for as long as possible.WHAT MAKES ME DIFFERENT: By leveraging my business and professional networks I can help maximize and preserve family wealth by ensuring that the right advisory professionals are involved to create significant value. WHAT OTHERS SAY:Solomon Nordine, President, Professional Business Accountants Society of B.C.“Jamal comes across as highly knowledgeable of different financial strategies. Our clients have benefited from his industry contacts and tax planning”HOW IT WORKS: You watch a 30 minute educational webinar so you get an understanding of how our strategies work. Next, if you want to explore how our planning may benefit your current situation we then book a meeting together with your accountant to delve deeper into our planning strategies. Collaboratively, we help facilitate and determine if our plan will add value within the larger context of your family goals, objectives and current financial corporate situation. READY TO TALK? Reach out to me directly here on LinkedIn, email me at jamal@jamalkhanfinancialgroup.com, visit us online at www.jamalkhanfinancialgroup.com or call me direct at 604-537-5270.
