Financial Library

Back to Basics

Back to Basics!

What problems does the financial industry solve for Canadian consumers? Where is the value added for interacting with the financial industry and why use an Advisor versus doing it yourself online?

To address these questions, here is a refresher on why the financial industry exists in the first place.

Simply speaking, there are two basic functions for the financial industry:

Can You Be Over-Insured?

Can You Be Over-Insured?

Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen.

Identifying Alzheimer's Symptoms

Identifying Alzheimer's Symptoms

As the human brain ages and matures, it’s perfectly natural for memory to undergo a great deal of changes. The brain becomes less pliable and less able to form memories, which can lead to occasional forgetfulness or absent-mindedness.

Principal Residence Exemption Rule Changes

Principal Residence Exemption Rule Changes

The new October 2016 Federal Government Principal Residence Exemption (PRE) rules are causing many Canadians to review and revise existing Wills and Estate Planning strategies according to STEP (The Society of Trust and Estate Planners).

Critical Tips for Avoiding Identity Theft

Critical Tips for Avoiding Identity Theft

No one wants to think about having their identity stolen or experiencing a theft of their finances. It is unpleasant, distasteful, and often feels like the type of thing that happens to other people, not to ourselves.

Long-Term Care Solutions

Long-Term Care Solutions

There is a common misconception that, if left unaddressed, can having a devastating effect an individual’s long-term financial well-being. It is the belief that long-term care costs are fully covered by provincial health care plans if you or a loved one ever need this special type of care.

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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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