Hi everyone,
As an going commitment in providing excellent financial services, I’m consistently looking for ways for improvement. Especially, I believe communication is very important when we are dealing with financial matters. Therefore, I’ve upgraded this website, and turn into a blog format. In this setting, you could view all my sharing and updates in a more organized structures.
Hope my insights would assist you in your financial planning.
Samuel
Estate Planning: Too Many Accounts Create Challenges for Your Family
Have you ever thought that your hard-earned money, saved over decades, could vanish into unclaimed funds—never reaching your loved ones? I was just reading an article in the National Post that...
A Special Gift for Your Grandchildren (Intergenerational Wealth Transfer)
Since I obtained the Certified Executor Advisor (CEA) designation, I have had many meaningful conversations with senior clients. One common thread I find is their deep love for their grandchildren....
