SMART DECISIONS, SMART GOALS!

Letting your finances get away from you can cause problems that stretch far into the future. At Cansun Consulting, we provide a range of financial services designed to help you better manage your life and make sure you are on a healthy fiscal path.

Catherine Xu
Co-Founder at Cansun Consulting

Welcome

Trusted Financial Consulting

With more than 20 years of experience, our financial advisors, accountants, and insurance professionals have an in-depth understanding of money management and personal finance. We will sit with you to discuss your particular needs and build a strategy that works with your long-term goals.

How We Can Help

Leader in Personalized Service

Personal Financial Services

Cansun Consulting Personal Financial Services offers a wealth of personal financial planning services that are vital to your financial health. Whether working to saving for your retirement, providing you with long term tax strategy and education fund strategy, or helping you with family protection and estate planning, we are here to help you better manage your monetary future.

Education Fund

The rising cost of education expense has become a burden for middle class families. However, government has different programs to help families to make children’s education more affordable. At Cansun, we help your set up the right strategy.

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Tax Planning

Our consultants will sit with you to assess your finances and come up with a plan that works best for you. The programs we offer help you allocate your asset to tax advantage accounts.  

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Family Protection

Having a personalized overall financial plan and understanding of money and where you want to be in terms of financial security is the ultimate goal with our counseling services. Our consultants are specialists at building right insurance strategy for family protection.

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Financial Education

As part of our mission, we offer individual and group financial presentations and educational services. From investment, tax, mortgage, education fund, family protection to estate planning, our educational services are tuned to provide you with the financial guidance you need.

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