 You know how you want to retireDo you have a plan to take you there? Call us for a free review |  What's your income replacement plan?Life happens. We can help you to ensure you have the right insurance to protect your family's future |  Leaving your legacyWant to leave a legacy that last beyond your lifetime? We can help you explore your options |
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SERVICES
Retirement Planning
"Will I have enough?" With the average retirement now measured in decades, this question has has taken on a whole new meaning. A retirement plan will give you a roadmap to achieving your dream retirement, without losing sight on what makes it fun today. You won't go on a road trip without planning your route ahead, make sure you have a plan to take you into your retirement.
Invesment Planning*
Investment plays a key role in your financial security plan. A well thought-out investment strategy does not only match your goal and tolerance for risk with your investment choice, it also helps to boost your return by minimizing the tax you pay.
Insurance Planning
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue financial hardship caused by the unplanned. It's the lifeboat to your family's future.
Estate Planning
Estate Planning is not just about passing the bucks when you pass; it's about leaving a legacy, a lasting footprint that will be remembered by those whose lives you have touched. We can help you explore your options to transfer your wealth to the people you care about in the most tax efficient manner.
ABOUT
Everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice. I believe that personalized service is essential when matching clients with the right financial security products and services. As a Certified Financial Planner, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs. I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement.
I believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, please feel welcome to contact me. We will set up a time to meet to review your needs and address any questions you may have.
CONTACT
Vincent Lam, CFP