Client Stories


In your 30s

“Paul, 31, and Andrea, 29, just got married and are working hard to build their savings while paying down credit card debt and the mortgage on their new home.”

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In Your 40s and 50s

“Xue, 52, and Mei-Lien, 48, are part of the sandwich generation, balancing a variety of financial objectives. They are saving for their children’s post-secondary education and preparing for the potential costs of long-term care for their aging parents. At the same time, they want to make sure their plans to retire at age 60 stay on track.”

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In Your 60s and Beyond

“Andrew, 64, and Jennifer, 63, are about to retire, which means they’re poised to shift their focus from accumulating assets to generating retirement income.”

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