Canadian Financial Planners Standards Council certified CFP(registrant#38094) and Canadian Institute of Financial Planning Registered Retirement Consultant(license number 117389) Professional with 14 years’ experience helping High net worth Canadians( investable asset 50K +)ensure never run out of money before and during retirement; and helping business owners accumulate more wealth in a tax efficient way.
Works with numerous small business in the private sector and several non-profit organizations for the design and implementation of cost effective health insurance plans for diverse employee groups.
Areas of work: Group Health Insurance for Employees, Investment, Tax Planning and Retirement Planning
Individual Insurance: life, disability, long-term care, critical illness
Benefits for Frank Liu VIP:
one hour free financial consultation (worth $200); retirement, mortgage written financial plan (worth $2000) for Frank Liu VIP gold, platinum, diamond cards.