Mimi Tang Financial Planner Vancouver British Columbia Canada

Mimi Tang offers financial and investment planning for people in the North and West Vancouver area of British Columbia, Canada. If you live outside North and West Vancouver area but live in BC and looking for an Investment Advisor, you are welcome to contact us. Financial services include stocks and bonds, financial planning, retirement planning, investment planning, estate and tax planning, Tax Free Savings Plans, Private Health Service Plan (PHSP) and life insurance. Mimi encourages charitable giving and explains its effects on your taxable income. As a financial investment advisor, Mimi can help you with your current and future wealth management. Please read the financial glossary to understand terms.

Please read November 2010 Market Update by Mimi Tang.

NEWS FROM FIVE STAR PROFESSIONAL
Mimi Tang Wealth Management & Consulting:
As you know, the publication of the Five Star Wealth Manager section in Business in Vancouver has been delayed due to the postal strike. Since there has been no resolution to the strike, we've decided with the Publisher to include the Five Star special section in the June 27 issue of Business in Vancouver. Working through independent distribution channels, the Publisher is able to deliver Business in Vancouver to 80% of the distribution list. We're sorry for the delay and the inconvenience. We're certain you will continue to receive recognition and awareness as a 2011 Five Star Wealth Manager.

Please read October 2010 Consumer Protection of BC presentation.

Mimi was a speaker at the Federated Press course on June 16, 2010 in Vancouver, British Columbia entitled Use of Life Insurance in Tax Planning. Please view the highlights on my Power Point presentation for the tax planning course.

Mimi was a speaker at the Federated Press course on Feb. 26, 2009 in Vancouver, British Columbia entitled Tax Planning for the Wealthy Family. Topics include Taxation on Investment Income and Tax Free Savings Account. Please view the highlights on my Power Point presentation for the tax planning course.

Mimi Tang's son Brian Tang was featured in The Globe and Mail on May 8, 2010 in Me and My Money Sticking to Fundamentals.

In today's growing business markets comes complex decisions to be made regarding future financial stability. The Financial Planner is a knowledgeable person who can make suggestions to maximize investment growth without worrying about high risk. Working closely with clients and being in regular communication with the Financial Planner puts the client ahead of the business markets and eases the worries that are associated with investing.

As your Financial Planner, I will listen to your financial goals and be aware of your concerns. Every client is unique because each investor has very different reasons to invest. After discussing your concerns and realizing your goals, I will visualize your Financial Plan based on what you want to achieve. An assessment on your current financial situation will be conducted and from that information gathered, assist you in focusing on your priorities given the time frame you want to attain these goals.

It is very important that the information I gather from our Discovery Meetings would reflect how you want your financial plan to be executed. Financial planning evolves depending on how the markets are doing and annual reviews regarding investments is encouraged so as to keep the client up to date with what is happening in the markets and how it affects one's investments.

I've been in the financial services industry for the past twenty-five years, last few years with a private financial planning company that is a subsidiary of the Canadian Medical Association as the Insurance Specialist for their BC Pacific Region. I have decided to go back to my general practice after requests of former clients of mine to continue to help serve them.

Mimi Tang

Please read comments from the clients of Mimi Tang.