Global Solutions Wealth Management Inc.
100-38 Fell Avenue, North Vancouver, BC
100-38 Fell Avenue, North Vancouver, BC
I don’t believe in a one-size fits all approach when it comes to Financial planning. My approach is custom tailored to each client to serve their unique needs and best of all; I keep it streamlined and simple.
I believe in providing unparalleled care to all my clients with extreme attention to detail that ensures all aspects are defined and covered.
Show more
Be the first to leave a review for Global Solutions Wealth Management Inc..
What do you love most about your job?
My passion for people, learning and investing has been combined to accelerate my profession. My main goal has always been to transfer my Financial & Tax knowledge to help serve individuals in all areas of life . Becoming a Financial Advisor was more than just meeting with people to talk about numbers and feasible solutions, it was creating long-lasting relationships with my clients.
What inspired you to start your own business?
Providing financial education is the basis of my business process. Helping people learn how to get their money to work for them and how to make the right financial decisions for their future. I believe that personal finance education is a life long learning skill which is what I aim to provide for each of my clients.
Why should our clients choose you?
I have obtained exclusivity with various top investment firms. I am also contracted with all insurance companies nation-wide. This allows me to not be favourable towards a specific institution or product.
Can you provide your services online or remotely? If so, please add details.
Yes, my services have been modified to adjust for online servicing to individuals that prefer this type of communication whether it be over the phone or a Zoom call.
Individual Plans and Accounts
Registered Retirement Savings
Plans (RRSPs)
Spousal RRIFs
Spousal RRSPs
Tax-Free Savings Accounts (TFSAs)
Life Income Funds (LIFs)
Locked-in Retirement Accounts
(LIRAs)
Locked-in Retirement Income
Funds (LRIFs)
Locked-in Retirement Savings
Plans (LRSPs)
Prescribed Retirement Income
Funds (PRIFs)
Registered Retirement Income
Funds (RRIFs)
Equity / Stock Investments
Common Stocks (Canadian & U.S.)
Preferred Stocks
Equity Research
Proprietary Investments
Pension backed Funds
Real Estate portfolio Funds
Real Estate Investment Trusts
Mortgage Investment Corporations
Portfolio and Retirement Planning Services
Portfolio Construction
Portfolio Reviews
Financial Plans
Financial Plan Reviews
Client Consultation Team - High Net Worth Services
Complex Needs Analysis
Comprehensive Financial Strategies
Business Owner Concerns
Estate Considerations
Company Retirement
Insurance
Buy-sell Funding
Collateral Loan
Critical Illness
Disability
Key-person
Long-term Care
Term Life
Universal Life
Whole Life
Corporate Planning
Corporate Financial Planning
Maximizing Tax efficiencies within Corporate Structures
Exclusive Corporate Wealth Accumulation Strategies
Minimizing Taxes payable upon Retirement
Tax efficient transfer of Assets to the estate
Succession Planning
Accounting
Book Keeping
Corporate Tax Filing
Personal Tax Filings
Fractional CFO Services
US Tax Filings
Corporate Structuring
