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Category: Investing

Protecting Estate Values When Your Investments Decline

April 5, 2019Estate Planning, Investingimport

The total net value of your estate represents what you will leave to your family when you die. It may include the following: Your residence; Cottage or other recreational property; Investment real estate; Stocks, bonds, mutual funds and commodities Life…

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TFSAs aren’t just for short-term savers anymore

February 9, 2019Investing, Retirement Planning, TFSAimport

It’s been a decade since the TFSA was born. It’s grown up quite a bit over that time. By Bryan Borzykowski for MoneySense.ca It was hard to know it at the time, but February 26, 2008 has become one of…

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TFSA or RRSP? 2019

January 19, 2019Investing, Retirement Planning, RRSP, TFSAimport

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news – it doesn’t have to be an either or choice.  Why not do both? Below are the features…

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TFSA or RRSP 2018

December 10, 2017Investing, RRSP, TFSAimport

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news – it doesn’t have to be an either or choice.  Why not do both? Below are the features…

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What the Wealthy Know about Life Insurance

February 13, 2017Estate Planning, Investing, Life Insuranceimport

If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals still carry large amounts of insurance.  Consider the…

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Retirement – Are you Prepared?

January 17, 2017Investing, Retirement Planningimport

Whether you are decades away from retirement or if it is just around the corner, being aware of the planning opportunities will take the fear and uncertainty out of this major life event. Blue sky your retirement plans to get…

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Three trends that will drive Canada’s economy in 2017

January 17, 2017Featured Articles, Investingimport

There are three trends that will guide the Canadian economy in 2017. Those are: the strength, or lack thereof, of oil prices; domestic housing developments; and whether the U.S. economy continues to improve. So says Russell Investments’ 2017 Global Market Outlook,…

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Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

October 19, 2016Critical Illness Insurance, Disability Income Replacement, Estate Planning, Investing, Life Insurance, Life Stages, Living Benefits, Long Term Care, Retirement Planning, Will Planningimport

The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their own maturing children.  There is even a term for those of us who are in…

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Ease Your Retirement Worries with Immediate Annuities

July 10, 2016- Annuities, Investing, Retirement Planningimport

The majority of Canadians work hard to accumulate a retirement fund and many are averse to exposing savings to unnecessary market risk after they retire. In today’s prolonged low interest rate environment, immediate annuities are often dismissed or overlooked as…

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The Estate Bond

June 8, 2015Estate Planning, Investing, Life Insuranceimport

Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond.  Many become risk adverse and move their assets into fixed income type investments.  Unfortunately this often results in the assets being…

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Recent Posts

  • Extended COVID-19 Federal Emergency Benefits
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  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • Applications for the new Canada Emergency Rent Subsidy starts today!

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Contact Us

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

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    About

    John has been providing financial planning advice for over 15 years. John is currently licensed as a life insurance agent, accident & sickness agent, mutual funds representative*, Financial Planner, Certified Health Insurance Specialist, and Certified Professional Consultant on Aging. He specializes in personal financial planning advice with an emphasis on risk management, estate & retirement planning.

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