Articles
Notifications
Make Good Use of Registered Accounts to Optimize Wealth Allocation
On July 11, 2025, Ekon Financial Services Group proudly hosted another successful seminar, "RRSP & TFSA: Tax Planning and Investment Strategies for the Wise." This second event in the series was presented by the group's founder, Hongjiu (Steven) Kou, alongside licensed insurance advisor Jenny Chen. The seminar attracted a great deal of interest, drawing a full house of high-net-worth investors and financial planning enthusiasts.
RRSP & TFSA: Tax Planning and Investment Strategies for the Wise
On June 16, 2025, the seminar "RRSP & TFSA: Tax Planning and Investment Strategies for the Wise", hosted by Ekon Financial Services Group, concluded successfully this week. It attracted enthusiastic participation from many local Canadian residents and professionals. The lecture was personally delivered by Mr. Kou Hongjiu(Steven), a Canadian Chartered Professional Accountant (CPA, CGA) and the founder of Ekon Group. The atmosphere was lively and the content was substantial.
Elites Gather to Gain Insight Into the Future of Real Estate Taxation
The "Canadian Property Tax Elite Summit" hosted by Ekon Financial Services Group was successfully held in Richmond on April 15, 2025. With the theme of "Insight into Tax Policies and Win the Future with Wisdom", the summit attracted real estate investors, landlords and financial and tax law professionals to discuss the latest policy trends and response strategies of Canadian property taxes.
Ekon Financial Group Relocated
Ekon Financial Group of Canada is a professional financial services organization with a high reputation in Canada. After nearly 15 years of development, the group's service scope has covered professional fields such as US-Canada tax planning, family trust management, wealth asset allocation, family office services, and US-Canada immigration consulting. In order to improve the quality of service, Ekon Financial Group recently moved to a new office. The new office environment is bright and spacious, with complete facilities, aiming to provide customers with a more comfortable and efficient consulting service experience.
This Year
Our Philosophy on Wealth Management and Family Inheritance
Whenever we talk about family wealth management, asset appreciation and family inheritance, a lot of information will flood in around us. Some friends think that wealth management is the purchase and speculation of fixed assets, while others think that family wealth management is the purchase of large insurance as much as possible. When it comes to capital appreciation, some friends recommend stock investment; some friends recommend fund trading; and some friends just want to make some regular income products. When it comes to family inheritance, people talk about peace books, power of attorney, joint assets and family trusts the most. All of the above suggestions are reasonable, but not necessarily correct. This requires each of us, individuals or families, to clear the fog and see the truth according to our specific circumstances and needs.
July 5
How to Correctly Deal with Tax Audits
Having a tax audit is stressful! No matter how many years the audit is, how big the amount is, or how hard you try to keep your books and receipts in order, the thought of a CRA officer on your side scrutinizing your finances can make you anxious. But let's face it - the CRA's job is to collect more taxes from you.
July 1
