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Your Top Financial and Tax Management Expert

Plan the Future, Enjoy the Life, Luck is Hidden in the Wisdom

Why Choose Us?

Choosing Fortunewise Family Office helps family members obtain the most professional comprehensive financial management solutions. Regular reviews and tracking ensure the achievement of long-term financial goals, leading to lasting family prosperity and the enduring legacy of family wealth!

The Most Competitive Professional Team

Fortunewise Family Office brings together Toronto’s most professional and efficient team, offering comprehensive services in taxation, financial planning, asset management, and law.

One-Stop Resource Integration Platform

Fortunewise Family Office provides a one-stop platform for both financial and non-financial services. We integrate resources and manage them centrally, optimizing allocation and improving efficiency based on the diverse needs of family members.

Customer-Centric Prestigious Experience

Fortunewise Family Office acts on behalf of you, your family, and your business, offering independent advice. Putting customers first is our guiding principle, and providing you with a prestigious experience is our goal.

Fortunewise Family Office

Your top financial and tax management expert

Fortunewise Family Office is dedicated to providing comprehensive high-end wealth and tax management support for you, your family, and your business. As your most trusted independent advisor and professional team, we design the most suitable plans and offer the best solutions tailored to the unique circumstances of your family and business. Our services aim to meet your wealth management and tax planning needs, providing continuous consultation and follow-up services to support the legacy of your family and the ongoing development of your business.

Our Services

Our team of experts brings together top specialists from China and Canada in taxation, law, and wealth management, with extensive practical experience. Our back-end service team promises the best customer services, offering 24/7 support that is timely, efficient, and attentive. Our established entrepreneur club, “Legend Asian Canadian Entrepreneur Association,” provides a platform for networking and resource integration.

Trust Structures and Legal Services

Trust planning, Trust filing, Trust management

Tax Planning and Filing Services

Personal tax declaration, Overseas asset declaration, Overseas enterprise declaration, Trust declaration, Non-tax resident declaration, Corporate tax declaration, US personal and corporate tax declaration

Insurance Services and Financing Loans

Personal insurance, Corporate insurance, Health insurance, Critical illness insurance, Travel insurance, Policy financing

Non-Financial Services

Education consultation, Immigration visa, Business referral

Asset Allocation and Investment Management

Mutual funds, Principal protection funds, Real estate funds, Private investment matching projects

Fortunewise Family Office
Plan the Future, Enjoy the Life
Luck is Hidden in the Wisdom

Your top financial and tax management expert

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