David Lyon - Key Services
Wealth Planning
Tax & Estate Planning
Investment Management
Debt Management
Insurance Planning
Client Education
Over 35 years of helping small businesses and individuals plan for their financial future.
Joanne Ma, Financial Consultant, CPA CMA, CEA
People see me as a financial
profession, a trustworthy and reliable friend! Providing holistic
financial planning advice on life insurance, estate planning, retirement and tax planning.
“信任是人們之間最重要的,無論是客戶還是朋友” Joanne 馬媛,您值得信賴的財務規劃師! 不论是企业家,高净值人士,亦或是普通的工薪阶层,都需要了解金融理财的基本理念,提前规划的必要性,财务安全的重要性,家族财富传承的可能性,企业和个人免税延税的合法性
Area serviced:
Burnaby, BC; West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New
Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port
Moody, BC; White Rock, BC
Estate & Succession Planning
Retirement Planning
Risk Management Planning
Charitable Planning
Funeral Pre-planning and pre-funding is an important legacy for your
loved ones. Serving the West Kootenays representing Castlegar Funeral
Chapel, Thompson Funeral Service and Clark's Funeral Services ensuring
your wishes are registered and honoured. Helping your loved ones avoid
the burden of paperwork, difficult decisions and being left with a bill
to pay is priceless.
James MacKay, B.Sc, BSW
2506083930Blair MacLean, RFP,CFP,CLU, RHU
Integrated Family Office offering accounting, financial planning, legal, investment overview
I am a lawyer practicing in Wills and Estate Planning and Administration based in Dartmouth, NS. I help clients explore various estate planning strategies and assist them with preparing a tailored estate plan, which includes drafting wills, an enduring power of attorney, personal directives (living wills) and establishing trusts.
RBC Royal Trust Advisor with an extensive financial planning background. Offering a number of specialized services through the Estate and Trust division of Royal Bank, such as Agent for Executor, Corporate executor, agent for trustee/power of attorney!
At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 35 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a key business decision is required.
Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.