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. 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 and stock broker, Mimi can help you with your current and future wealth management. Please read the financial glossary to understand terms.

Mimi was a speaker at the Federated Press course on Feb. 26th, 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.

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, CFP, CLU, CHFC
Mimi Tang Wealth Mgmt. & Consulting Ltd.
1166 Mathers Avenue, West Vancouver, B.C. V7T 2G3

Please read comments from the clients of Mimi Tang.

Please note: Ms. Mimi Tang, offers financial planning and insurance services as an independent representative, under Mimi Tang Wealth Management and Consulting LTD. and these services are offered independently of PEAK Securities.

PEAK Securities inc., an IDA registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities inc. is a member of the Canadian Investor Protection Fund.

Call Mimi Tang at (604) 926-8068 or email mtang@peakgroup.com
for financial planning in Vancouver, British Columbia, Canada.