Pauline Lee

1. Creating budgets for your big purchases.
2. Helping you grow your wealth by investing in products that suit your needs and risk tolerance.
3. Minimizing your taxes with tax planning.
4. Planning for your retirement by taking advantage of various savings and investment accounts.
5. Setting up your legacy by creating an estate plan.

The effectiveness of your financial plan depends on how much you share with me.

1. I will want to get to know you, understand your goals, and your financial position.
2. Knowing your assets, debts, and expenses would help make your first meeting productive.

Step 1: Define your financial goals and when you want to achieve them.

Step 2: Gauge your financial position by knowing your income, expenses, and debts.

Step 3: Explore investment opportunities that align with your risk tolerance and the length of time you plan to hold the investment.

Step 4: Create a financial plan with timelines to achieve your goals.

Step 5: Review and adjust your plan as your goals evolve.

You'll need a minimum of $100,000 CDN in investable assets.