Established Family

You are more experienced now, your bank account is larger, and it is easier to think further ahead. Paying next month’s bills is not as stressful as it used to be. However, while paying the mortgage might not keep you up at night, planning for the next few years might cause some tossing and turning.

How will you pay for your son’s private high school? Your daughter’s violin lessons are getting expensive too. What about your aging mother who may need to move in with you? And your spouse just told you they might lose their job.

At this stage in life, you may feel crunched between the responsibility of taking care of your children and your aging parents.

You are not alone.

A financial advisor can help you prioritize your goals and create a path for you to achieve them. As your financial position becomes more advanced, more possibilities open up – some you may have never even considered. Whether it is refinancing your mortgage, consolidating consumer debt, adjusting your retirement plan, or tax planning, an advisor can be there for you to make sure you are maximizing your potential.

When you feel like you are cornered, it can be difficult to think objectively. A financial advisor is someone who is on your side, someone who knows what options are available and can think of creative solutions to problems you may have thought were unsolvable. An advisor can help you live the life you want to live.

Services we offer:

Financial Road Map

Many people will offer you advice on which investments to buy. But there's more to your financial life than your RRSP. Estate taxes, income taxes and education funds for your children are just some of the other...

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Estate Plan

Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year without a will when the province takes control of the estate to....

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Tax Planning

Taxes are a fact of life. They affect every Canadian in most aspects of their lives. Whether it's earning an income, making a purchase, owning real property, investing, running a business, or...

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Retirement Planning

For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the age of 60.* Whether you have already established a...

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Plans we offer:

Mutual Fund

Today there are over 16,000 mutual funds available across Canada. In order to assist our clients with creating quality portfolios, we use sophisticated database software to select only those mutual funds that...

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TFSA

A Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the account are not deductible for...

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RRSP

A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law partner can establish and contribute into until...

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RESP

Registered Education Savings Plans are registered education savings plans that grow tax-free until the child is ready for university, college or a vocational institute. The student usually pays little or no tax on...

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Dealer

Mutual Funds provided through Equity Associates Inc.

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A WORD FROM OUR CLIENTS

  • There are no words I can express how grateful I am having Chan working for me. I trust him explicitly as his knowledge and caring personality has proven itself again and again over the years. I never hesitate for a moment to refer my family and friends. None have been anything but pleased.

  • It has been a few years I know Chan Yin as my Financial Advisor. He is very professional and hard to deliver the best for your investments.

  • What can I say about Better Financial? How about they are better than just a financial Advisor in my experience.

    I've been a long standing client of Chan Yin and his team for over 15 years and it's not only what they have done for me financially, it's the personal approach that's kept me with such an incredible and caring company. They have met and exceeded all my goals and have always been there for me. I can't say enough about how professional and kind hearted the team at Better Financial are.

    I have recommended them to all my friends and family and no one has ever been disappointed. Thank you again for all you have done and do for me.

  • Our friends who had previously worked with Chan referred us for our first home purchase. We weren't experienced in this area and didn’t want to make a mistake. Chan was so helpful in guiding us through the process of getting our first mortgage. He also got us a better rate than what we found on our own. His warm and genuine personality inspired trust. This was important for us; we had a good experience and were pleased with the result.

  • We have been working with Chan for a number of years and have found him to provide clear and concise advice in a highly professional manner. He has spent time understanding us, where we are coming from and our goals; has provided clarity on our existing financial planning and has provided us with a clear strategy as to how we achieve the goals that we have.

  • We have been referring clients to Chan for a number of years now. He has always provided them with sound advice and they appreciate his friendly yet professional manner. Over the years he has earned my trust and I now have every confidence that any client I refer to him will receive the best possible service.

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Life and Health Insurance provided through Better Insurance Inc.

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