CLEMENT CHUNG · CFP, CLU, CIM
Estate planning in Burnaby & Metro Vancouver
Bring clarity to your intentions and connect your legacy goals with your financial plan.
Start with the right questions
Estate planning starts with people and intentions. Financial planning helps identify questions, resources and trade-offs; your lawyer prepares and advises on the legal documents.
- Who depends on you, and what would you want for them?
- Do beneficiary designations reflect your intentions?
- How might liquidity, taxes and insurance affect your estate?
- What should you discuss with your lawyer about wills and powers of attorney?
What happens next?
Book a 30-minute introductory conversation. We’ll discuss your priorities, what information would be useful and the scope of a potential planning engagement. Any fees are discussed before you proceed.
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