Listing Details
Our mission is to empower individuals with comprehensive knowledge in personal finance, covering essential topics such as investments, tax strategies, debt management, and more.
Contact Information
Google Address
British Columbia, Canada
Phone 1
Email
Location
Listing FAQs
Is the consultation free of charge?
Yes, I offer my clients 4-5 meetings to go through important financial information with no expenses and obligations.
Why do you consults for free?
I am compensated by financial institutions like TD, RBC and Fidelity Investments, hence there are no charge to the client
What service do you provide?
I offer holistic financial solutions and comprehensive financial planning. Including investment options, opening registered accounts like TFSA/RRSP, extended health insurance, disability insurance and life insurance.
Can meetings be done online?
Yes, I facilitate zoom meetings for clients all over Canada!
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