MEET YOUR PLANNER
I’m Clement.
Let’s talk about your bigger picture.
CFP · Certified Financial Planner
CLU · Chartered Life Underwriter
CIM · Chartered Investment Manager
My career in Canadian financial services began in 2013. My experience includes individual client advice, comprehensive financial planning and leadership of financial professionals.
Based in Burnaby, I help clients in Metro Vancouver connect their financial decisions with what they want from life.
Book an introductory call ↗
Understanding the choices comes first
A useful plan helps you understand the trade-offs, ask better questions and decide what to do next. My focus is on connecting retirement, tax and estate decisions with your priorities.
I have shared financial perspectives on this website since 2017. The journal is here to support thoughtful conversations, alongside personal advice based on your circumstances.
Explore the journal ↗YOUR NEXT CHAPTER
Start with a conversation
Tell me what is changing, what you want to achieve, and where you would like more clarity. We’ll discuss whether working together is the right fit.
Book an introductory call ↗30 minutes · Online · No obligation