Wealth Creation

Your blueprint to Financial Security
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Why Work With Dharna CPA?

Strategic wealth management helps you to meet your financial goals and strategy ensure you will feel confident about the future. As an independent and family-owned wealth management firm based in Canada, we provide you with unbiased financial advice that is tailored to fit both immediate and long-term needs.

Our sister concern Progressive Financial Strategy(PFS) offer customized solutions for Tax and Wealth Strategy, Retirement Planning and Estate Planning

Tax and Wealth Strategy

Our expertise and experience in taxes and wealth management can help you achieve both your short-term and long-term investment. Your portfolio is designed in a tax-efficient manner with capital preservation and appreciation in mind.

Retirement Planning

We help design a retirement plan using a range of different tax and investment strategies, after evaluating your retirement needs and objectives.

Estate Planning

Your business is unique and we ensure you choose the right financing that supports every stage of the growth. Capital eligibility, repercussions on your personal wealth and right tax strategies to generate wealth, we have got it all covered.

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