The Corporate Estate Transfer
If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation. If this is the case, chances are also good that this invested surplus is exposed to a…
Business succession planning is a process designed to assist the business owner to transition out of business and transfer ownership of business at the time of retirement while maximizing the business owner’s personal financial security
Addresses all eventualities including the possibility of death, critical illness or disability of a business owner.
If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation. If this is the case, chances are also good that this invested surplus is exposed to a…
Marriage is the coming together of two separate lives, but it’s also the coming together of two separate financial histories and situations. And while your financial past will continue to be a part of your life, you’ll also be contending…
By Carla Hindman, Director of Financial Education, Visa Canada Millennials, also known as Generation Y, refers to people born between the years of 1980 and the early 2000s. Known as the “me, me, me” generation, millennials are the first group…
Ong Financial Planning Services Ltd.
John Ong, CFP, CHS, CPCA, CCS
Financial Planner
Tel: (604) 676-1088
Email: 
1275 West 6th Avenue 3rd floor
Vancouver, BC
V6H1A6
