Build Your Financial Home; Protect Your Future.
My stint with the hi-tech corporate world for more than a decade and a half. Finally, I realized earning a good salary is essential, which statically 95% of the world’s population try to achieve. But very few try to learn how to manage money and invest money in the right place so that the money will make money. I am an independent financial Advisor and Life insurance consultant.
I help individuals and businesses plan their financial home, i.e., planning protection, retirement, and estate planning.
Nanaimo BC V9R1W3
Monday - Friday
9:00 am to 8:00 pm
12:00 pm to 8:00 pm
Evenings by Appointment
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We all give our 100% to earn for our family to provide them the facilities they deserve.
But what if they loose due to any unfortunate incident?
We work hard to grow our wealth. But do we really plan for the future? Do we really know how to pass on our wealth to our legacy in tax efficient way?