Wealth planning
Align your savings and investments — RRSP, TFSA, FHSA, RESP — with your long-term goals.
Clarity for today.
Confidence for tomorrow.
Dani Lai helps families and professionals in Metro Vancouver build a plan for saving, investing, insurance and retirement, in English or Mandarin.
- Grow your wealth
- Protect what matters
- Plan with purpose
- Build a brighter tomorrow
Financial planning built around you.
Your goals are your own, and your plan should be too. Dani works with you in English or Mandarin to build a clear path forward, and reviews it with you as life changes.
A plan that follows your life
Settling in
Banking, credit and your first registered accounts
First home
FHSA, down payment savings and mortgage readiness
Growing family
RESP, life insurance and a will
Peak earning
Tax-efficient investing and business owner planning
Retirement
Income from RRSP/RRIF, CPP, OAS and estate plans
Protection planning
Life, critical illness and disability coverage sized to the people who depend on you.
Retirement planning
Decide when to retire, when to take CPP and OAS, and how to draw income tax-efficiently.
Good advice starts with understanding what matters most to you.
Clarity. Care. A long-term perspective. A planning experience that helps you make decisions with confidence.
Book a consultation