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Estate Planning

Estate planning ensures that your assets are distributed according to your wishes upon your death. Peace of mind comes with knowing that your family and loved ones will be taken care of. Many people delay estate planning (and some people never get around to doing it). If you don’t do it, and if you die with no will at all, the government decides who gets your assets.

Related Articles

Protecting Estate Values When Your Investments Decline

April 5, 2019import

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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The Need for Corporate Life Insurance

March 22, 2019import

Life insurance is used for two general purposes in a private corporation – managing risk and creating opportunities.  The risk management function is satisfied as life insurance provides the corporation with a tax-free payment in the event of the death…

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Life Insurance – Do You Buy, Rent, or Borrow?

September 26, 2018import

Without a doubt, life insurance is valuable protection provided by your employee benefit plan, but should it be the only life insurance coverage you have?  Probably not, if you want to ensure you have sufficient long term protection to cover…

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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

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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