Linda, OUR VERIFIED ADVISOR
Linda always saved a seat for me beside her. Obviously, it was not because I were the most handsome man in the crowd. Read full story...
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Advisor Profile
Linda Yao
Markham, Ontario
Financial Advisor World Financial Group
http://www.worldfinancialgroup.com/canada/
lyao726@gmail.com
416 418 5264
Linda has benefited financially when she worked with a financial advisor 20 years ago. She knows it's important to keep focusing on savings and make money work while working for money.
She knows if it wasn't for her financial advisor who helped her set up a forced savings plan, she would have very little money saved outside of her RRSP. With just RRSP and TFSA savings, it would be difficult to enjoy retirement.
Today she is enjoying the fruit of the established forced saving with minimization of taxation. Her money is now working for her with very little tax above RRSP.
As a CPA, she wants to share this knowledge with others. Help everyone to plan for retirement and retire with a plan.
Join her crusade to help people save in younger age and really enjoy the fruit of labour at retirement.
- World Financial Group
- Financial Advisor
- CPA
- HLLQP
- 2016
-
Indirect
Indirect, through third-party compensation such as commissions
Direct, e.g. fee for service, asset percentage, etc
- 0 (Minimum in Thousands)
BMO Mutual Funds
- Practical Advice 2018/01/03 22:44:38