Millennial Financial Services

Millennial Financial Services A boutique financial planning firm helping families and businesses with their financial planning, insurance and investment needs.

Representing over a dozen insurance and investment companies, we have access to all the major carriers.

Happy New Year! Wishing everyone a year filled with happiness and fortunes! #2022
01/01/2022

Happy New Year! Wishing everyone a year filled with happiness and fortunes! #2022

Merry Christmas! Wish you and your family a great holiday season filled with warmth and happiness! Thank you so much f...
12/25/2021

Merry Christmas! Wish you and your family a great holiday season filled with warmth and happiness! Thank you so much for your continuing support and businesses! #2021

Happy Halloween! #2021
10/31/2021

Happy Halloween! #2021

Happy Mother’s day! #2021
05/09/2021

Happy Mother’s day! #2021

Did you work from home during the COVID-19 pandemic?The Canadian Government has announced a new tax break for Canadians ...
03/06/2021

Did you work from home during the COVID-19 pandemic?

The Canadian Government has announced a new tax break for Canadians working from home due to COVID. Traditionally, you are required to get a signed Form T2200 from your employer in order to claim any expenses to reduce taxes.

For this year, if you worked from home more than 50% of the time over a period of four consecutive weeks in 2020 due to COVID, you can claim home office expenses deduction up to a maximum of $400 without getting the Form T2200.

To help people claim this benefit, we are launching our “recovery tax filing campaign” to benefit people looking to file their 2020 taxes.

Please scan the QR code or go to link http://bit.ly/2021taxpromo reserve your spot to get more details

COVID giveaway: Buy one get one FREE2020 has been an incredible challenge for everyone, all of us have been affected emo...
03/06/2021

COVID giveaway: Buy one get one FREE

2020 has been an incredible challenge for everyone, all of us have been affected emotionally because we haven’t been able to connect with our family and friends like we used to, but some of us have been greatly affected financially as well.

Recognizing the impact COVID has caused to the community, we’re launching our “recovery tax filing campaign” to give back and benefit people in BC looking to file their 2020 taxes so families can get one EXTRA tax filing free when they file their taxes with us.

Please scan the QR code or go to link http://bit.ly/2021taxpromo to reserve your spot to get more details

Time is a huge factor that can maximize the benefits of compound interest. #밴쿠버투자 #밴쿠버재무서...
02/01/2021

Time is a huge factor that can maximize the benefits of compound interest. #밴쿠버투자 #밴쿠버재무설계 #한인재무설계사 #투자 #보험 #노후준비

Dollar Cost Averaging- a great strategy better suited for investors with lower risk tolerance and long term investment h...
01/31/2021

Dollar Cost Averaging- a great strategy better suited for investors with lower risk tolerance and long term investment horizon. 정액분할투자법은 많은 일반 투자자에게 추천하는 투자법 중에 하나입니다. 적금처럼 월이나 분귀 단위로 기간과 금액을 정해 주식 혹은 펀드에 투자하는 방식을 말하는데요 이 방법은 가격이 낮은 때에는 같은 돈으로 더 많은 주식/펀드 를 살 수 있어 더 평균 매입단가를 낮추는 장점이 있고 또한 장기투자 분할매입방식으로 위험을 분산시키는 효과가 있습니다. 더 자세한 내용 및 투자 상담 필요하신분은 연락주세요!

4 benefits of working with a financial advisor: 1. Get a personalized plan that makes sense for you 2. Save more money 3...
01/12/2021

4 benefits of working with a financial advisor: 1. Get a personalized plan that makes sense for you 2. Save more money 3. Avoid costly investment mistakes 4. Feel confident and in control Financial Advisor 를 통한 재무설계 4가지 장점: 1. 본인에게 적합한 재무설계 계획을 세울수 있습니다 2. 더 쉽고 많은 저축을 하실수 있는 기회를 만들어 드립니다 3. 잘못된 투자의 실수를 방지 하실수 있습니다 4. 본인에게 맞는 재무설계 를 통해서 얻는 더 많은 자신감 및 성취감을 얻으실수 있습니다! 자기에게 맞는 재무설계 Millennial Financial Services 가 도와드립다.

#2021
01/01/2021

#2021

Big milestones that people consider life insurance! 삶의 큰 이정표 이후 많은 사람들이 생명보험을 고려합니다....
12/28/2020

Big milestones that people consider life insurance! 삶의 큰 이정표 이후 많은 사람들이 생명보험을 고려합니다. 아직도 생명보험이 없으시다면 Millennial Financial Services 로 연락주세요. 고객 개개인의 필요에 맞는 최적된 보험상품 설계 및 자산설계까지 무료도 해드립니다. 기존 가지고 계신 보험에 대한 리뷰 또한 무료로 해드립니다.

#2020
12/24/2020

#2020

Address

3000-8171 Ackroyd Road
Richmond, BC
V6X3K1

Website

Alerts

Be the first to know and let us send you an email when Millennial Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Millennial Financial Services:

Shortcuts

Share

Category