MGM Financial Group
Vancouver, BC
Vancouver, BC
We are an independent financial advisory firm serving clients throughout Canada. We specialize in holistic financial planning with a focus on wealth management strategies for business owners, professionals and families.
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What do you love most about your job?
I love helping people lay out a plan to help them set up their goals then guiding them through that plan to achieving them.
What inspired you to start your own business?
I've always had a passion for business, numbers and helping people. After working for a number of years at large institutions I realized that only way I could help the clients the way I wanted to is by giving them independent unbiased advice.
Why should our clients choose you?
Clients should choose me because I have 20 years diverse experience in financial services. I also have the credentials which complement my years of experience which include a degree in finance and 5 industry specific designations. I've been recognized by my peers, partners, clients and community as one of the best independent firms to work with. I eat, live and breath what I do and make sure my clients needs are paramount. If you want honest and unbiased advise then you should choose to work with us.
Can you provide your services online or remotely? If so, please add details.
Yes, we provide all our services in person, phone or virtually
What changes have you made to keep your customers safe from Covid-19?
We've adapted our model to service all prospects and clients non-face to face. We can operate 100% of our services without having to meet our clients in person.
Financial Planning
Cash Flow Analysis,
Net Worth Maximization,
Retirement Planning,
Tax Planning and
Estate & Legacy Planning
Wealth Management
Investment Planning, Portfolio Management, Tax Smart Income Planning, Pensions, RRSPs & TFSAs
Risk Management
Insurance Planning & Review, Life Insurance, Mortgage Insurance, Critical Illness Insurance & Disability Insurance
Corporate Tax Strategies
Corporate & Personal Planning Integration,
Tax Smart Wealth Strategies,
Corporate Value Enhancement Strategies and Business Succession & Continuity Planning
Group Benefits
Health & Dental Benefits, Health Care Spending Accounts, Group RRSPs and Pensions
