Practice Areas

  • FINANCIAL PLANNING SERVICES

We are very proud of the fact that we have been providing fee-only financial planning services since 1994. 

This mostly consists of providing advice related to investments, retirement, estate, and tax planning services. 

In addition, we also provide advice as it relates to various pension options that retiring individuals may opt for.

Families who are business owners may require assistance on how to incorporate this asset into their cash flow and retirement plans, as well as their estate plans.

 

Our Fee-Only Financial Planning Services include:

ESTATE PLANNING SERVICES

  • Determining what assets you own and establishing your net worth. 
  • Estimating your estate taxes and probate fee
  • Estimating survivor-ship income and entitlement
  • Assisting you in preparing an estate binder
  • Offering tax planning strategies to reduce your estate and probate tax  
  • Monitoring any significant changes and revising projections accordingly.

INVESTMENT MONITORING SERVICES

  • Determine your financial objectives (ie what are the funds for)
  • Determine the appropriateness of your asset mix given your objectives   
  • Monitor your investments to insure your rate of return is satisfactory  
  • Suggest changes when appropriate
“We’ve been going to TPG for over 15 years to get our tax returns prepared and our finances reviewed.
We’re clients for life ”
”
— M.W. & L.M.

Get Started

Now that you are familiar with who we are, understand the services we provide, and you are satisifed with our investment philosophy and fee structure you may be wondering, "What's next?"

Contact
TPG Financial Services Inc.

For all inquiries, please call us at (778) 833-2263 or use this form.

Our Address

266 West 4th Street,
North-Vancouver, B.C.,
V7M 1B3
Tel: 778-833-2263

Click here to find us.

TPG Financial Services Inc.