4545 Hastings Street, Burnaby, BC
Certified Financial Planner: Professional Advisor & Consultant - Personal & Business
My goal is to help my clients achieve their financial planning goals to accumulate wealth, build assets and execute generational wealth transfer strategies.
1 customer review
working with Clement was just fine. It was a quick meeting and I still have quite a few questions, so I will be reaching out to him.
What do you love most about your job?
Making a difference in my client's lives by implementing life-changing financial planning strategies.
What inspired you to start your own business?
I was tired of helping the rich get richer so I brought my experiences to the regular folks to help middle class professionals build wealth, assets and save on taxes.
Why should our clients choose you?
I promise a Non-Biased approach to reviewing your finances to ensure you aren't subject to any product sales, or commission based advice.
Can you provide your services online or remotely? If so, please add details.
Online Remote is the new normal for business. Meetings can be done through Phone Calls, Zoom Meetings, Google Meets, Microsoft Teams or any other electronic means.
What changes have you made to keep your customers safe from Covid-19?
Remote meetings work well and in-person meetings have been adapted to include COVID-19 Protocols.
I provide a wide range of services to help individuals and families achieve their financial goals.
Some of the key services offered include investment advice, which can help clients make informed decisions about where to put their money for the best returns.
Cash and debt management can help clients manage their cash flow and pay off debt in a timely manner.
Retirement planning is another important service, which can help clients plan for a comfortable retirement.
Tax strategy management can assist clients in minimizing their tax liability and maximizing their income.
Asset management and portfolio management can help clients to build and preserve wealth over time, while wealth planning and estate planning can help clients to pass on their assets to the next generation in an efficient and tax-effective manner.
I also provide advice and services related to home purchases and investment strategy.