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You’ve worked hard for your money, we understand that. We take the time understand your financial goals and educate you on solid solutions to grow and protect your wealth. We consider your needs, goals and dreams to implement a strategy to help your financial future and provide you with peace of mind. FINANCIAL PLANNINGHelping achieve your financial goals through financial planningFAMILIESWe provide strategies to help families to accumulate and protect your wealth.BUSINESS OWNERSStrategies to help increase your personal cash flow, keep key employees and protect your business. Latest News British Columbia Training and Education Savings Grant InformationJul 19, 2018Families in British Columbia are encouraged to start planning and saving early for their children’s post-secondary education or training programs. To help, the B.C. Government will contribute $1,200 to eligible children through the B.C. Training and Education Savings Grant (BCTESG).2018 Financial CalendarJun 05, 2018Financial Calendar for 2018 – All the deadlines you need to know to maximize your benefits!Questions? Feel Free to Contact Us Contact Us
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Our TeamWe are a team of dedicated professionals, ready to do what ever it takes to make your business grow Roneen Shaffer Roneen Shaffer X Roneen established one of Canada’s first Brokerage Offices in 1978 and went on to spend over 18 years running Brokerage Offices for two major Insurers. She then founded and ran PinnAcle Brokerage, a successful MGA in Vancouver for 10 years. She is a recognized industry leader that eagerly adapts to changing landscapes. Roneen’s extensive experience in the financial services industry and her expert business and marketing savvy are instrumental to helping financial advisors grow their business. Her passion is your success! Angelina Hung, BA, CFP, CLU, CHS, EPC Insurance and Tech Nerd Angelina Hung, BA, CFP, CLU, CHS, EPC Insurance and Tech Nerd X Featured as “50 Women of Influence” in The Insurance and Investment Journal who contribute their energy, talents and determination toward the financial security of Canadians. Innovative and top performing Insurance Tech Nerd of Financial Tech Tools with over 10 years experience in the financial services industry. Having worked with advisors and clients, my passion lies in helping people understand their finances using technology, essentially the 21st century napkin drawing. We’re behind…
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Whole Life Insurance- A Whole New Investment ClassAug 11, 2015The recent developments in investment markets and the volatile performance that has resulted have brought about a new appeal to an old workhorse. For investors looking for a diversification in their investment portfolio and a more tax efficient fixed income investment alternative, a compelling argument can be made for the use of Whole Life Insurance. […]The Corporate Extraction Strategy-Transferring a Life Insurance Policy to a CorporationAug 11, 2015The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV). When handled properly, it could result in withdrawing capital from the corporation tax free! The preferred candidates for this strategy Own a life insurance policy that they wish to maintain; Own all the shares […]Group Life Insurance – Only Part of The SolutionAug 11, 2015Ownership of individual life insurance at its lowest level in 30 years The Life Insurance and Market Research Association (LIMRA) 2013 study shines a light on a developing problem for Canadian households: Individual ownership of Life Insurance was at its lowest level in 30 years; 3 in 10 households did not have individual life insurance […]Family Business Planning StrategiesAug…
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Get in Touch Vancouver, BC Canada (604)123-4567 advisor@advisoremail.ca Vancouver, BCTel: (604)123-4567E-mail: email@email.com
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