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.



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