Thomas Y.T. Lee Financial Services Inc.
Languages spoken: Cantonese, English, Mandarin
Area(s) served: Greater Vancouver Area, British Columbia
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Financial planning in the Greater Vancouver Area
As your advisor, I care about your financial future. I can help you with retirement planning, estate planning and insurance solutions. Let me create a clear financial roadmap that will help you reach your retirement dreams. I’m dedicated to earning your trust and creating a financial plan that fits your unique situation. Whether you’re looking to create a plan from scratch or looking for a second opinion on your current plan, I have the experience to help you.
When we begin working together, I take the time to learn about your needs and goals. I also want to understand what you’re looking to get from working with me. From there, I’m able to help you by creating a custom financial plan.
My office is located in Richmond, British Columbia. I serve the Greater Vancouver Area via in-person and virtual appointments. My services are available in English, Cantonese and Mandarin. Contact my office to book your appointment.
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.