Jan Shah, CPA, CMA, CFP®, CLU®
Financial Planning Advisor
Welcome ! I am so pleased to tell you about myself and how I have been helping my clients for over 20 years !
Our goal is for our clients to achieve financial peace of mind and to have a long-term relationship.
Financial planning is more than just numbers. To me, it's the people and their dreams, goals and aspirations beyond the figures that matters the most.
We help answer questions like ' Will I/we have enough money to retire ! or Will I outlive my retirement nest egg"?
Truly, I like to help in solving some of these problematic issues that a lot of individuals are concerned about. Helping my clients toward achieve their goals and resolving their issues is my passion. All of my professional actions are motivated by three guiding principles: maintaining strong client relationships, providing a consistently superior level of service and adding value through judicious recommendations.
Our relationship with Assante allows us to offer a full range of wealth management services, including investment advice, retirement planning, tax planning, insurance and estate planning.
As a professional accountant, a CERTIFIED FINANCIAL PLANNER professional and as an Assante advisor, I can help you to achieve your goals for the future, whether it's a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition or leaving a legacy to your loved ones or for a cherished cause.
I have taken keen interest in helping individuals who are in a transition phase for career or life-style changes and or business buy and sell situations. We realize that everyone's needs and issues are different and unique. There is no single solution that fits all the clients. We take a customized approach reflecting your unique situation and temperament.
If this interests you and would like to explore further, why not connect !
Just send me an email or call (416) 960-1289.
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