📞604 671 0520 🏠 PO BOX 73100 EVERGREEN PO SURREY BC V3R 0J2
FAQs
Frequently Asked Questions
How do I save money?
Spend wisely and have a savings plan in place to achieve your goals.
How do I lower my taxes?
Have a plan in place to lower your income tax rate.
What if I have a illness?
Depending on what it is you can still put a plan into place that will help you and your family.
Is my money safe?
Yes. I deal with the same banks and investment companies out there. I do not have any of my own products.
What rate of return you can get me?
The rate of return on investments depends on you. What is your risk tolerance or how much up and down (loss) you are willing to take in the market with your money.
I am covered from work.
Do you now when you will get injured or how long be covered in the plan. Does it cover you if you get hurt away from work?
My pet is in good health.
Do you know when someone will get sick or injured. Are you ready for big bills if you're loving member (pet) gets injured.
I don't believe in insurance
Wouldn't you want to be safe and have a plan in place just in case something happens to you.
How can I use insurance as a savings account?
I can set a plan where can save money and be protected at same time.
This sounds like it costs too much.
I can have plan in place for as little as 1hr a day of income you make.
It costs too much.
Is putting your goals on hold or shrinking your goals to fit your income is better?
I have insurance from banks.
Banks are looking to profit themselves not you, I will set a plan that can will benefit you.
I know how to invest.
You know how to invest, but do you know where and when to not invest.
Insurance benefits my family members not me?
Do you know I can set a plan so you can use money when you need it or in retirement and it will not effect your pension.
How much do I need to save for kids education?
In general about $10,000 dollars per year of post secondary education study. Ex 4 year degree is about $40,000.
