Making financial wisdom go viral.
Do you know what rich people have in common?
Do you know what people who struggle financially have in common? Financial knowledge or lack of it.
At Koda F.A we make it our mission to educate people on how to organize your finances, by personal appointments, webinars, FB live, seminars, so you have peace of mind and enjoy life for people across Canada.
Life, Critical Illness and Disability Insurances
Your life and your health are your biggest assets, as it makes you an income. What if you pass, get ill or become disabled? What if you can’t take care of yourself anymore and need assistance? Let’s protect your income, and your assets and your family and YOURSELF today. Click here to read more.
Investments and Portfolio
Investments are tools you buy with the anticipation of increasing its value. There are many ways to do that. What is best for you? How can you minimize your tax liability through an effective investment plan? We have access to every investment opportunity you can think of. You are unique, your investment portfolio should be too! Click here to read more.
Retirement, Estate and Debt Management
Estate Planning is a crucial part of retirement planning, where we prepare a series of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. Of course, retiring without debt is the way to go. Debt is more manageable if you have the right tools. Let us help you to find the best way to manage it. Click here to read more.
Tax Strategies, Business Planning and
Do you have a plan in place for reducing the amount of income tax owed by an individual or business by taking advantage of various tax credits, deductions & exemptions allowed? Have you been overcharged or treated unfairly? Let’s get your business set up so you can enjoy the fruits of your business while focusing on your business’ activities! Click here to read more.
Why choose us?
Because we genuinely want to help you to get richer by educating you and by providing the best tools that are right for you, your family and your business. At KODA, Each client is treated as our best friend, therefore always available to answer your questions. We provide you with a personal client portal which will allow you to find all your financial information in one spot, no more searching what is where.
“If you fail to plan, you are planning to fail.”
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