Stable. Predictable. Achievable.
Advice Tailored For You.

Our Commitment to You

Our commitment to providing sound financial advice along with quality service translates to a positive experience. Our experienced and knowledgeable team is available on call and will personally handle any issues. Over time, relationships are strengthened through consistency, patience, expertise and trust.

We Offer:

  • Tax planning solutions through registered accounts including RRSP, RRIF, and TFSA’s in Canadian and U.S. dollars, and RESP’s in Canadian dollars.
  • Canadian and U.S. dollar investment accounts including cash, margin and option, commission, fee-based and our managed portfolios.
  • Investment vehicles including GIC’s, common and preferred shares, government and corporate bonds, mutual funds and ETF’s.
  • Insurance products, including life annuities and life insurance.
  • Instant access to all markets in North America.
  • Expert advice from seasoned industry professionals.
  • Financial plans and reports provided through RazorPlan software.

Client Commitment Agreement

  • Competitive fees
  • Access to all investment products
  • Positive experience
  • Customizable portfolios

How it Works

1

Getting to Know You

When we meet with you, we’ll focus on you – your plans, your goals, hopes and dreams. Your future means a lot to us.
2

Understanding You

Once a plan for your goals is established, we’ll look at your current assets, investment strategies and your income. This analysis will show us where you are on your path to a comfortable future.
3

Customizing for You

Our overall approach is focused on long-term growth and we can customize our investment plans and portfolios to each individual client.
4

Keeping in Touch

We will meet with you at least once a year to review and adjust your investment strategies as necessary. We make ourselves available whenever and wherever you may need us. Our Strategy Notes monthly newsletter is available to all clients and provides an overview of market conditions and our current strategies.

Who We Work With:

Business Owners

  • As a business owner, you work long hours and you know what to do to keep your business running efficiently.
  • When it comes to investing, monitoring your portfolio is like running a second business. You don’t have time to do both.

Executives & Professionals

  • As an executive and top-tier professional, you’ve worked hard to juggle priorities and find the right work-life balance. The future, which may involve children’s education or a retirement home and other big expenses, involves careful planning.
  • When it comes to investing, you worry if you are doing enough or making the right decisions to retire comfortably.

Retirees

  • You’ve worked hard, made sacrifices, saved money and invested wisely to build a nest egg.
  • When it comes investing, the future remains uncertain.

Young Professionals

  • You’re on the right track to success, but that hard work hasn’t paid off yet.
  • When it comes to investing, you don’t have the time to stay focused on your career and do all the necessary research and analysis to secure a comfortable future.

Heirs of an Estate

  • Recent surveys indicate that half of Canadians expect to receive some sort of inheritance.
  • Receiving a big inheritance can be a double-edge sword. It is a generous gift, but when it comes to investing, it also involves learning how to manage the estate and learning who to trust.

Office
Suite 1800, 1140 West Pender Street
Vancouver, BC. V6E 4G1

Ron Aloni
Phone: 604-658-3056

Jason Chen
Phone: 604-658-3043

Disclaimer

Copyright © Aloni Goh Wealth Management. All rights reserved.