... Personal-Financial-Planning

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About Us

Stratking Accounting and Tax Professional Corporation, based in Richmond Hill Ontario, is the full service accounting firm for professionals, professional services firms and financial services firms. 

We also help active and retired professionals and business owners develop and implement a Personalized Financial Plan to achieve their life goals. 

Achieve Financial Freedom with a written Personal Financial Plan or get ongoing Personal Financial Advice from a "fee based" financial planner.

As a Professional or Small Business Owner, you work hard for your money, so your money should work hard for you. The road to financial freedom and making your money work hard for you, starts with a Personalized and Written Financial Plan, independently and professionally prepared by  Stratking Accounting and Tax Professional Corporation

We are experts in personal financial planning and are not affiliated with any financial services firm. Our clients get objective and experienced to achieve their goals.


















Why we are unique?

The President, Dane King, CPA,CMA, FMA is a specialist in planning. and analysis. 

Since 1993 he has been helping businesses in various sectors with planning, analysis and control functions and secured the Chartered Management Accountant (ACMA) designation since 1999 and is a Certified Management Accountant (CMA). 

Dane is also a Chartered Global Management Accountant (CGMA). Management Accountants provide businesses with strategic information to make better business decisions. 

Additionally, for over 11 years Dane has been developing personalized financial plans for professionals, executives, business owners and retirees in Ontario, Canada, geared towards growing wealth. Dane believes in the strength of independent advice, continuous learning, attention to detail and quality service. 

Based on his extensive experience Dane has developed the "Stratking Wealth Management Process" which help his clients steadily grow wealth over time,whilst reducing risk through former wealth management firm Stratking Advisory Services Inc. He is a public speaker on a variety of financial planning, retirement, wealth management and tax topics.

Additionally, in a previous firm, he was responsible for training the new Financial Planners on the Naviplan financial planning program. You can therefore benefit from Dane's business and financial management expertise to help you grow your wealth. Dane specializes in the field of wealth management and therefore obtained the wealth management designation, Financial Management Advisor (FMA) from the Canadian Securities Institute in 2006. 
Stratking  Accounting and Tax Professional Corporation, 379 Alper Street, Richmond Hill,Ontario,L4C 2Z3
Fee Based Financial Planning 

​Choose from a financial plan prepared on:

  • An hourly basis
  • Fixed cost per plan

Or 

Financial advice on an hourly basis. Implement your financial plan with which ever financial services firm you choose.

We will be happy to discuss these choices with you to help you make the choice that is in your best interest.

We will work closely with you, your family or business partners to develop a written financial plan for you covering either or all of these areas of financial planning or meet you and provide personalized financial advice.
Areas of Personal Financial Planning

Retirement Planning - to ensure a comfortable retirement

Education Planning - to fund the higher education for you or your children

Tax Planning - to help you minimize taxes 

​​Estate Planning - to pass on your estate in accordance with your wishes

Cash Management - to optimize cashflow and reduce debts

Business Succession Planning - to comfortably exit from the business


Call us today at 1-888-865-3870 and benefit from the broad business and finance expertise, that is unique to Dane King and Stratking Accounting and Tax Professional Corporation.
The Personal Financial Planning Process

The personal financial planning process involves:

1. A review of your financial situation

2. Identifying your financial goals

3. Writing and presenting your personal financial plan

4. Implementing your plan and monitoring performance

5. Updating your plan as time goes by in response to life transitions
Benefits of Personal Financial Planning

​Personal financial planning typically involves modeling your future income and expenses to help you achieve financial security, allowing you to pursue your life goals.

After you have engaged us to prepare your financial plan, you should derive the following benefits of financial planning:

•Improve the long term performance of your investments

•Determine your current financial condition

•Reduce the impact of a financial crisis

•Reduce marital stress

•Create a greater sense of financial security about your future for you and your family

•It helps you find the right financial solutions for your business, family and yourself

•Achieve your financial goals or life goals