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Category: Life Stages

Steps to Avoid the OAS Clawback

November 12, 2018Life Stages, Retirement Planningimport

According to the Canadian government website, Old Age Security is the largest pension program in Canada.  OAS pays a monthly income to seniors who are age 65 and over.  The amount of the payment is not based on past income…

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How to prepare your finances for maternity leave

October 17, 2017Featured Articles, Life Stagesimport

By Helen Burnett-Nichols Expecting your first baby? By all means get the nursery ready — but make sure you put your financial house in order, too. Preparing for a baby is a time full of celebration, showers and shopping, but…

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Credit 101 for Your Undergraduate

September 16, 2017Featured Articles, Life Stagesimport

By Melissa Cassar, VISA Canada If you’ve got teenagers heading off to University or College in the Fall, I hope you’ve done a good job educating them about the importance of personal financial responsibility and how to build a strong…

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Microsoft Corp. is launching a new family caregiver benefit for all employees.

July 18, 2017Employee Benefits, Featured Articles, Life Stagesimport

To date, the benefit has rolled out in 22 countries, including in the United States last week. The company will extend the benefit to the remaining countries where it operates, including Canada, over the coming months. The family caregiver leave…

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What Non-Retirees Mean for the Workforce

June 11, 2017Featured Articles, Life Stagesimport

The decision of 72-year-old railway executive Hunter Harrison to pursue a challenging new gig instead of retirement is emblematic of the changing shape of the workforce For all Hunter Harrison’s unquestionable talents, he is really bad at one thing: not…

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Thinking of Cancelling Your Life Insurance?

March 13, 2017Life Insurance, Life Stagesimport

Have you found yourself wondering if you really need that life insurance policy you pay for every month?  You are not alone. As time goes on we often forget the reasons behind purchasing the amount and type of coverage we…

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Start saving early

December 12, 2016Featured Articles, Life Stagesimport

by Caroline Hanna You’re never too young to make smart financial decisions. Whether you entered your 20s with a solid savings portfolio funded by your parents, saved up some of your own money, or spent it all on education, here are…

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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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Tying the Knot

January 11, 2016Featured Articles, Life Stagesimport

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…

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Millennials & Money: Talking about Financial Literacy

December 7, 2015Featured Articles, Life Stagesimport

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…

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Recent Posts

  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • 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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