Have you heard the story of Moses in the Bible? God used Moses said to Pharaoh, "Let my people go" and led his people, who are slaves, out of Egypt and across the Red Sea. Finally, they arrive the promise land. Did you know, most people today are slaves and they don't even know it. We are slaves to the job and don't have freedom of time for our family. Most people are highly in debts or living paycheque by paycheque. We are slaves to make enough money to pay our mortgage, student loan, or debts. You know what, I able to find a platform that follows Moses footsteps to set people free from sorrow and enter the promised land. The platform that I'm in disrupts the status-quo of the financial industry so families can dream again. Not sure about you but here is the reason why I'm doing this and eager to lead everyone I know to their promised land.
Financial planning is an important part of managing your money.
Knowing the best course of action for your money and how to implement your financial plan can be the difference peace of mind and penny-pinching.
What is Financial Planning?
Financial planning involves establishing, implementing, and executing your personal goals by structuring your finances to meet your needs through savings, investments, and monetary contributions.
These important decisions can be difficult to make on your own.
A Financial Planner has the knowledge and experience to offer sound advice and assistance. A certified financial advisor helps you avoid costly mistakes and acts as an authoritative voice in an environment where misinformation and conflicting interests can lead to financial stress, strain, and unnecessary pressure.
As a Financial Planner with years of experience, our mission is to help educate you on the most suitable options available and to implement strategies that achieve the highest levels of personal wealth for you.
This website is a point of entry for meeting those service goals and is designed to be a resource for news, information, and insight with respect to financial planning that improves the lives of those we partner with for greater financial freedom.
We provide Strategies & Solutions to help you keep more of what you earn and grow more of what you save.
- Protection Solution:
- Personal & Corporate Life Insurance
- Accident & Sickness Insurance
- Critical Illness Insurance
- Disability Insurance
- Travel Insurance
- Long-term Care Insurance
- Personal & Group Health Plans
- Estate Planning
- Home Insurance Referral
- Investment & Retirement Solutions:
- Segregated Funds
- Mutual Funds
- Tax-Free Savings Account (TFSA)
- Registered Retirement Savings Plan (RRSP)
- Registered Education Savings Plan (RESP)
- Registered Disability Savings Plan (RDSP)
- Registered Retirement Income Fund (RRIF)
- Borrowing Solutions:
- Personal & Commercial Mortgage Referral
- Home Equity Line of Credit Referral
- Debt Consolidation Referral
- Investment Loan Referral
- Other Solution:
- Debt Consolidation Referral
- Identity Theft Protection
- Funeral Planning & Concierge Service
- Lunch & Learn Seminars
This website and its contents are for general information only and does not constitute personal financial advice to anyone. Whilst every care has been taken to ensure that all information on this website is accurate and factual, the author shall not be liable for any losses or damages that may arise from the use of the contents in this website.
No part of this website represents contractual terms and conditions for any financial product. Please refer to the respective benefit illustrations, prospectus and/or other relevant documents of the financial products for specific terms, exclusion clauses and conditions.
Please consult a qualified financial consultant before making any financial decision.
Further to the above, the contents of this site reflect the personal views and opinion of the author only, and not of any company.
Please see our Common Financial Planning Questions page for more specific information on financial planning and what you can expect from us as your personal financial planners.