SUCCESSFUL FINANCIAL PLANNING STARTS FROM TODAY!
Sylvia Wong , E.P.C.
Independent Financial Advisor
Direct Line: (604) 649-6594
- Advocis (The Professional Financial Advisors Association of Canada since 1992
- Independent Financial Brokers of Canada since 2000
- The Canadian Elder Planning Counselors (BC Chapter) since 2003.
1991 - The Canadian Securities Course
1992 - The Life Underwriters Association Course
1993 - The Canadian Investment Funds Course
1995 - The Mutual Funds Branch Manager Course
1996 - Labor-Sponsored Investment Funds Course
1997 - The Investment Funds Operations Course
1998 - Officers Partners and Directors Course
2003 - Public Companies (Simon Fraser University and BC Securities Commission)
2003 - The Elder Planning Counselor E.P.C. International Designation Program
Why you need a formal financial Plan?
The most important step toward realizing your financial goals is to develop a formal financial plan. This can be a daunting task. Completing financial goals, changing life circumstance, and market fluctuations can make the process of developing a financial plan
intimidating. My role as your financial advisor is to take the confusion and intimidation out of planning your financial future. Together, we assess your individual net worth including your income, assets, taxes, family situation, and goals. I will help you gain a better understanding of your unique investment personality and level of risk tolerance as well as your financial strengths and weaknesses. I shall prepare an analysis of your existing situation and a formal financial plan tailored specifically to your needs. We will review your financial plan regularly to check your progress, take into account changing life circumstances, and reassess your goals.
My approach to planning
My goal as your financial advisor will be to give you the best possible advise based on a thorough knowledge of your financial goals and objectives. This takes dedication, commitment, and trust. Developing this trust - along with a long-term, committed working relationship - are the keys to my financial planning approach.
Together we will examine the key areas you will need to consider, such as: retirement savings, tax planning, income protection, and financial security through investing, education savings, and estate planning. We will review your financial plan regularly, taking into consideration any changes in your personal circumstances.
Since your financial needs and investment objectives may change along with your life circumstances, I will work closely in partnership with you to develop and continually update your personal financial vision.
A full range of financial services
- Financial planning
- RRSPs and retirement planning
- RRIFs and annuities
- RESPs and education savings
- Mutual funds and segregated funds
- Life and disability insurance
- Tax planning
- Succession and estate planning
- Investment planning
- Critical illness protection
- Split-dollar arrangement
- Company employee benefits
- Disability insurance
- Overhead expense protection
- Off-shore investment planning
- Self-directed RRSP
- Wrap accounts
- Labor-Sponsored Investment Funds
Personalized investment strategies
No single investing strategy works for everyone, every time. Thats why its important to develop an investment plan tailored to your individual situation - one that takes into account your life goals, risk tolerance, and short and long-term financial needs.
As your advisor, I will help you identify the key areas you should consider at each stage in your financial life. I will identify new savings opportunities and investment strategies that fit your changing life circumstances. For instance, growth investments that build wealth and provide tax advantages, or conservative investments that provide income and protect against risk as you approach retirement.
Using a professional wealth management approach that offers the best potential for long-term investment success, I can help you maintain the discipline you need to be successful.