The fact is:

 Love is in the air! You recently committed to your partner. Now it is time to consider the impact on your financial future. Statistics show that finance and communication are the two biggest reasons for conflict when living together. Understanding how to properly manage both of these important elements can help ensure a happy life.

 By helping you to have a clearer view of where you are today and the next steps your level of stress, anxiety and worry about money goes down. This will make you both more confident and in control of your finances. We have been helping couples before and after the "I do" by providing timely and constructive counsel and advice on finance and communication matters.

 

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