
Moving to another country is a big decision! It means starting all over again! There are many sources of stress and anxiety. We have extensive experience in financial education. We helped students of varied backgrounds learn about the Canadian financial system. We have extensive experience teaching and coaching new immigrants on how to save and invest responsibly, understand government programs, reduce debt and make informed decisions about their employer's benefit plans and pension programs. The Canadian financial system is one of the strongest and extremely stable. This makes it very different from other countries'.
Before you move, we can help you with:
- Cash flow and budgeting;
- Better understand the cost of living in Canada;
- Insurance planning;
- Investment planning;
- Financial Literacy;
- Help you know and plan to adhere to Canadian legal and tax legislation;
- Investment strategies for the settlement period
After you move, we can help you with:
- Managing your cash flow and budget;
- Insurance implementation;
- Execution of your investment plan;
- Financial Literacy and one-on-one coaching;
- Create and execute a P.A.C.T. for you and your family
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:
We invite you to get to know us and experience how we can help you secure a bright future in Canada for you and your family. Contact Jose Cid at 604 229 2332 or fill the contact form below.