Your Finances, Handled by Experts
At Capital Corner, we offer expert guidance in:
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Financial Planning
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Tax Preparation
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Investment Advice
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Portfolio management
Money Management 101 - PDF
Tax Filing and Planning
Full Portfolio Review
Personalized Investment Plan
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Budget and saving strategies​
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How to Invest in stocks, ETFs, real estate, and cryptocurrency ​
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Building passive income streams​
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Includes an investment checklist and portfolio tracker
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​Let our licensed CPAs handle your taxes and maximize your refund.​​
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Covers individuals, freelancers, and business owners​​
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Audit protection and IRS-compliant filing​​
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Includes a tax planning session for next year
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A deep dive into your current investments to help optimize your strategy ​​​
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Risk assessment and diversification check​
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Personalized recommendations for better returns​​
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Includes a 30 minute call with a Chartered Financial Analyst (CFA)
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Personalized Investment Plan​
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A custom investment strategy tailored to your financial goals
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Asset allocation for stocks, bonds, ETFs, crypto, and real estate ​​
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Step by step growth strategy designed by a Chartered Financial Analyst (CFA)​​
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Includes a 30 minute call with a Chartered Financial Analyst (CFA)
Ended
50 Canadian dollars
150 Canadian dollars
150 Canadian dollars