Mimi Tang offers financial planning for people in the North and West Vancouver area of British Columbia, Canada.

The six steps to financial planning are:

1. collect all relevant data (click here to view the forms*)
2. identify goals and objectives
3. identify financial constraints
4. write a financial plan
5. implement recommendations
6. review and revise the plan

* The forms are best viewed with Adobe Reader 5.0 or higher.
To download a FREE copy of Adobe Reader click the image.

Learn more about these services: Financial Planning, Retirement Planning, Investment Planning, Estate and Tax Planning, Life Insurance, RESP, Tax Free Savings Plan (TFSP)

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.

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