As a Financial Advisor, I help professionals navigate and realize their goals. Understanding that every person has unique objectives and values, I help transform financial concepts into fully implemented holistic solutions.
We help clients address questions like:
❌ When can I retire?
❌ Is my plan optimized for taxes?
❌ Am I prepared for the next market downturn?
❌ Are there areas of my plan at risk?
Our mission is to help people we meet achieve lasting, financial independence. Using our network of financial professionals, our process is designed to help you:
✔️ Invest using time-tested principles and strategies
✔️ Grow and protect your assets
✔️ Design flexible and tax-efficient income strategies
✔️ Capitalize on opportunities while minimizing risk
If you would like to learn more about our services, send me a message or email at email@example.com
August 10th, 2022 | 37 mins 34 secs
mentorship, personal finances, podcast, rrsp, siwike, tfsa
In this episode, Paulson and Luki talk about how to manage your personal finances.
December 16th, 2021 | 32 mins 12 secs
art, engineering, financial advisory, music, podcast, siwike
In this episode, Luki and Paulson talks about his childhood, his interests, career journey, and SIWIKE.
November 1st, 2021 | 59 secs
advice for young professionals, author, authors interview, books, career, career advice, career coach, career podcast, david catallo, health and wellness, mental health, new graduate, paulson ong, recent, shalini nagrani, siwike, siwike book, stuff i wish i knew earlier, stuff i wish i knew earlier young professionals edition, tiffany uman, tips for young professionals, young professionals
On this episode of the SIWIKE podcast, Luki is joined by fellow authors Tiffany, Paulson, David and Shalini to discuss the Young Professionals Edition of the SIWIKE Podcast Book. In this conversation, all five authors share a little bit about their career and life backgrounds while also sharing how the Young Professionals Edition of the SIWIKE Podcast Book came about. They also provide some useful SIWIKE (Stuff I Wish I Knew Earlier) advice for young professionals.