Financial Planning Vancouver, British Columbia, Canada

By: Mimi Tang  09-12-2011
Keywords: Financial Planning, wealth management, Offers Financial

Mimi Tang offers financial planning for people in the North and West Vancouver area of British Columbia, Canada.

The six steps to financial planning are:

  1. identify goals and objectives
  2. identify financial constraints
  3. write a financial plan
  4. implement recommendations
  5. review and revise the plan

Learn more about these services: , , , , , ,

Please note: Ms. Mimi Tang, offers financial planning and insurance services as an independent representative, under Mimi Tang Wealth Management and Consulting LTD. and these services are offered independently of PEAK Securities.

PEAK Securities inc., an IIROC registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities inc. is a member of the Canadian Investor Protection Fund.

Keywords: Financial Planning, Offers Financial, wealth management