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Category: Will Planning

“If anything should happen to me….”

February 5, 2019Banking, Life Insurance, Will Planningimport

Don and Kate were nervously anticipating Don’s upcoming life saving surgery.  Don was also concerned that, should he not survive, Kate might not know everything that needed to be done upon his death.  The night before his surgery he made…

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Six Important Reasons to have a Will

April 27, 2018Will Planningimport

It has been said that a Will is the last message you will leave your family.  Having a Will can provide clear direction as to what your wishes are and who will get what.  Die without a Will (known as…

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Why have a will when you have beneficiaries?

February 18, 2018Featured Articles, Will Planningimport

You give up some control when you just have beneficiaries and no will by Ed Olkovich for MoneySense magazine Q: I am married. I have RRIF and LIRA and my spouse has RRSPs. We have joint cashable accounts too. We have appointed each…

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Preparing your Heirs for Wealth

July 18, 2017Estate Planning, Wealth Accumulation, Will Planningimport

If you think your heirs are not quite old enough or prepared enough to discuss the wealth they will inherit on your death, you’re not alone. Unfortunately though, this way of thinking can leave your beneficiaries in a decision-making vacuum:…

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The Duties of an Executor

May 14, 2017Will Planningimport

An executor is an individual or institution that is named in a will whose duty is to distribute estate assets according to the testator’s wishes. Acting as an executor can be stressful and time consuming so it is a good…

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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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Can Probate be Avoided?

December 7, 2015Will Planningimport

Executors often find that the probate process can be both time consuming and expensive.  Planning strategies exist that may eliminate or reduce the requirement of having assets probated. What is probate? Probate is a legal procedure that validates a deceased’s…

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Should You Become Executor of Someone’s Estate?

October 14, 2014Featured Articles, Will Planningimport

By Carla Hindman, Director of Financial Education, Visa Canada One of the most important decisions you’ll make when writing your will is determining who should be named executor of your estate. Even if you’re just leaving behind household goods and…

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Make Sure Your Will is Crystal Clear

June 18, 2014Featured Articles, Will Planningimport

By Elaine Blades Having a well-drafted will that clearly expresses your intentions is essential. If you’ve written instructions someone will find confusing, they can’t ask you for clarification. It’ll be too late. I’ve reviewed far too many wills where not…

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Recent Posts

  • Extended COVID-19 Federal Emergency Benefits
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  • 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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