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Best Care Financial Services

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Finance

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About

Best Care Financial Planning helps individuals, families and business owners plan for a confident retirement and a lasting legacy.  

 help clients turn their savings into sustainable retirement income through tax-efficient investment planning and access to professional portfolio managers at leading investment firms. We also help protect family assets through insurance planning and develop strategies to pass wealth to the next generation according to each client’s wishes. 

We start with your goals and build a financial plan that connects your income, investments, asset protection and estate wishes.  We serve clients in English, Cantonese and Mandarin from Richmond, BC.

Additional Info

  • Retirement income and tax-efficient investment planning
    • Access to professional portfolio managers at leading investment firms
    • healthcare and wealth transfer / estate planning to protect and transfer family wealth
    • Service in English, Cantonese and Mandarin

Membership Type

CONNECT

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