The fact is:

It is finally approaching! Finally you will relax and enjoy the fruits of your hard-working life. Or, you may finally be able to dedicate your time to make a dream a reality. However, keep in mind retirement is not like flicking a switch. Planning is the key step to secure your financial future. We can help you craft a plan that complement your nest eggs with a source of supplemental income, as well as insurance protection to preserve as much as possible the value of your estate.

Our team of investment, tax, and legal professionals will work together with you to create and implement a integrated financial and retirement income plan. Thus, you will have peace of mind and address the risks of unanticipated health issues and outliving your retirement income sources.

 

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

VIEW MORE

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