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Estate Planning

WHY IS ESTATE PLANNING IMPORTANT?

Estate Planning
Who
Priorities
Who
  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time
Priorities
  • Mortgage is paid off
  • Little to no debt
  • Staying on budget
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Long Term Care
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate Planning
Learn More

Latest News

What Are Flavonoids?

August 21, 2012import

Why flavonoids are good for you, and what foods you’ll find them in Benefits of Flavonoids Flavonoids are plant-based compounds with powerful antioxidant properties, which means they reduce inflammation, promote healthy arteries, and help fight aging by preventing — and…

Your Daily YOU-Do List for Extending Your Warranty

August 12, 2012import

6 everyday basics to do . . . uh, every day   If you do nothing else, make these life-lengthening habits part of your daily routine:

How Four Legs Can Help you Stay Fit

August 6, 2012import

Got a dog? Or know someone close by who does? Great! Then grab the leash and become a regular dog walker.

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Life Stages

Starting Your Career

Starting Your Career

Preparing for Retirement

Preparing for Retirement

Growing Families

Growing Families

Retirees

Retirees

Mature Families

Mature Families

Estate Planning

Estate Planning

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

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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