Summer Xu - TD Financial Planner

Financial Planning Consultants in South Surrey, BC

A O Winter Financial Services is a reputable financial firm based in Surrey, BC, specializing in providing a range of financial services to individuals and businesses. With a focus on personalized financial solutions, A O Winter Financial Services offers expertise in financial planning, investment management, and retirement planning to help clients achieve their financial goals. Generated from their business information

Lawrence Han, a TD Financial Planner based in Surrey, BC, offers personalized financial planning services to assist clients in achieving their unique financial goals. With over 9 years of experience in the financial services industry, Lawrence is dedicated to building strong client relationships and providing tailored solutions. Holding a CERTIFIED FINANCIAL PLANNER™ certification, Lawrence is committed to continuous education and assisting clients in exploring investment strategies. Through a comprehensive approach, Lawrence helps clients create budgets for significant purchases, grow wealth through suitable investments, minimize taxes with effective tax planning, and plan for retirement by utilizing various savings and investment accounts. By understanding clients' financial positions, goals, and assets, Lawrence collaborates with them to develop customized financial plans with clear timelines to achieve their objectives. Lawrence Han focuses on establishing a deep understanding of each client's needs, priorities, and goals, ensuring that the financial plans evolve with changing circumstances. By offering ongoing support and guidance, Lawrence aims to help clients navigate life's uncertainties, celebrate milestones, and adjust financial strategies as needed. Clients can rely on Lawrence to design personalized plans that align with their current requirements and future aspirations, fostering a long-term partnership built on trust and shared financial success. Generated from the website content