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Mature Families

THE KIDS ARE OUT OF THE HOUSE, WHAT DO I NEED TO DO?

Mature Families
Who
Priorities
Who
  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years
Priorities
  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys
Learn More

Latest News

Are You Ready To Deal With A Critical Illness?

July 12, 2013import

Consider the following facts: 40% of Canadian women and 45% of men will develop cancer during their lifetime In 2005, cardiovascular disease (heart disease, diseases of the blood vessels and stroke) accounted for 31% of all deaths in Canada Advances…

Your Health is in Your Hands

June 30, 2013import

By now all the enthusiastic New Year’s Resolutions have fallen by the way-side, collecting dust bunnies beside the gym bag in the back of the closet.

Preserving an Estate

June 12, 2013import

You’ve done a good job accumulating assets and establishing your financial security.  These assets will funnel down to the next generation, but at what value? What will the tax consequences be?  Will these assets pass directly to your intended beneficiaries,…

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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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