What is PanAsia Financial?

PanAsia Financial has been dedicated to providing client-centric financial solutions and creating loyal client relationships.  It's our mission to help all of our clients in achieving lifetime financial security.

What is a financial plan?

We evaluate what you currently have in assets and liabilities to determine what your financial needs are and will be in the future.  We factor in what your future endeavours hold.  We try to predict your financial needs as you journey through life.  A solid financial plan will help ensure that unforeseen events will not prevent you from reaching your destination.  Whether you are looking for a secure retirement, education for your children, estate planning or help in growing your investments, PanAsia will be more than happy to assist you in reaching your financial goals.

I don't have a lot of money so I'm not sure when and how I can get started?

You don't need a lot of money to get started as there is no minimum amount required.  All you need to do is contact us to set up a free consultation to discuss your goals and to determine how we can help you achieve them.
 

What kind of insurance is right for me?

There are many different types of insurance that correspond to the many different areas of your life.  When choosing a policy, it is important to find one that meets your specific needs as well as your budget.  By addressing your specific concerns today, it allows us to anticipate things that may come in the future.  We will work with you to create appropriate insurance structures so that you and your family will be protected.
 

What is Estate Planning?

Estate planning is a process that ensures your personal wealth/assets will be passed to all beneficiaries that you have chosen in the most efficient method.  This may include writing a will, establishing a Power of Attorney, and the possibility of setting up Trusts.  A documented estate plan will benefit individuals and their families, as well as business owners.

Where is PanAsia Financial located?

Our offices are located at Suite 320, 8171 Cook Road, Richmond, BC V6Y 3T8, Canada. Phone #: 604-279-0606.