The fact is:

We do it for love, not for money. It is not a matter of transferring monetary wealth. It has a deeper meaning. You completed the asset accumulation phase of your life and are now looking for ways to protect and transfer your estate. There are many solutions to help maximize the values of the assets that pass on to your loved ones. We help you plan and find the appropriate tax and estate solutions that help you maximize the values of the assets transferred and minimize the tax liabilities of the estates. Proactive estate planning provides peace of mind that your assets are transferred to your designated beneficiaries properly, providing family harmony and saving your estate taxes and legal court fees.

 By helping you to effectively plan for the unexpected as well as honour your loved ones you can have a clearer view of where you are today, no matter what can happen, and the next steps you need to take, your level of stress, anxiety and worry about the future goes down. This will make you more confident and in control of your future. We have been helping individuals face the most challenging times in their lives by providing timely and constructive counsel and advice.

 

What make us different?

We listen and we wait for our turn to speak.

We are committed to establishing a relationship based on keeping promises, respecting boundaries, communicating and understanding what you want to accomplish in life.

We design and implement financial plans that integrate cash flow and debt management, insurance and investment planning, as well as retirement and estate planning.

Moreover, we will create a financial plan that coordinates the work of financial, banking, insurance, investment, accounting and legal professionals.

Check the About Us page for more details.

 

Getting Started:

Contact Jose Cid at 604 229 2332 or fill the contact form below.



Or focus is on you, our client. Our focus is to help you understand the possible outcomes of the different options available to you, inspiring you to think beyond where you are now; helping you move into action and supporting you along the way. Insurance products are provided through Customplan Financial Advisors Inc Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered. Privacy policy: https://ia.ca/privacy-policy

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  • 1090 West Georgia Street Unit 1160,Vancouver, BC, V6E 3V7