Advice & Planning

Debt Management

Managing debt is vital to your financial health. Paying down existing credit card debt to ensure that you are not carrying a balance over 60% of your available limit is important to rebuild or sustain credit scores. I can also assist you in home-related debt support to strengthen your overall financial goals. What steps will you take to ensure your debt is handled responsibly

Risk Management

Whether you realize it or not, you already have financial risks in place. Managing risk is crucial to ensuring a prosperous future. What would happen to you, or those close to you if you were to become ill or injured

Retirement Planning

Planning your retirement should be done sooner, rather than later. Whether retirement is fast approaching, far into the distance or in progress, now is the time to plan. Do you have a set retirement date? What type of income should you have to ensure you reach your retirement goal?

Investment Management

Investment management requires considerations of performance, diversity, and your comfortability with risk. Is your money working hard enough for you? Is it performing like you had hoped? How much risk can you handle

Estate Planning

One day, our debts and assets will need to be looked after for when we are no longer around. Estate planning helps to lighten the burden on our loved ones. You will be able to ensure that all of your wishes are as effective as possibl

Get In Touch With Me

Unit 206 - 5550 152nd Street, Surrey, BC, V3S 5J9

Tel. 604-725-2124

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