A dedicated father, partner, financial planner, and advisor who loves guiding medical professionals and real estate investors to financial freedom.
Joined February 2012
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- Following 1,039
- Followers 715
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381 Photos and videos
.@MorganStanley's Sterling Shea says the last 5 years will be the slowest compared to the next 20. Bring it on.
Canadians deserve better tech, service and most importantly - advice.
@globeandmail
#CrimsonFinancial
#CrimsonCares
#GlobeWealthLeadership
#WealthManagement
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When the student is ready to learn, the teachers appear.
@REBL_Dads
#fatherhood
#business
#leadership
#knowledge
#rebldads
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What a turnout at the @fpacanada meetup in Toronto! Fantastic conversations were had and look forward to the next one.
#fpac
#financialplanning
#community
#toronto
#crimsonfinancial
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There's no better time than May to review your finances and get professional guidance before the summer.
#FinancialPlanning
#CrimsonFinancial
#CrimsonCares
#CrimsonCarePlan
#FinancialAdvisor
#CertifiedFinancialPlanner
May 17
The best financial advisor or planner for you will have the right credentials, necessary licenses, and a clear interest in meeting your specific needs.
neofinancial.com/the-get/how…
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Yes, the combined federal and provincial tax rates are scary.
The good news is there are ways to optimize and minimize!
#taxplanning
#crimsonfinancial
#crimsoncares
#crimsoncareplan
#financialplanning
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If you're under 40, today's the day. It's better to have disability insurance, and never need it.
#crimsonfinancial
#crimsoncares
#crimsoncareplan
#riskmanagement
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Yes! But I wonder what's being asked.
Ontario high school students will soon need to pass financial literacy test to graduate | CBC Accessibility share.google/JIOiMzkgCumkzfB…
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Thanks again @STANDUP_Today for inviting me to share my thoughts on making better financial decisions. youtu.be/nECM8brPRog?si=ey_5…
#financialplanning
#crimsoncares
#crimsonfinancial
#wealthmanagement
#riskmanagement
#realestateinvesting
#medicalprofessionals
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Great seeing @JasonWattBCC and many others at the latest Toronto @fpacanada meetup last night! Didn't get to meet @JuliaChungFP though. Hope all is well. #fpac #community #financialplanning
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What's really wrong is when someone paying 1% at 1M or higher, and not getting a basic plan at all. And when they do it's half-baked - missing insurance and estate planning and an implementation plan.
Feb 13
We’ve seen plans priced anywhere from $3,000 to $7,000 .
There’s nothing wrong with charging $7,000.
There is something wrong with charging $7,000 for a static document that doesn’t address sequence risk or implementation.
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It's sad to hear he lost his fight to cancer, but I don't see the words life insurance, only GoFundMe.
This is my PSA today: PM me for a free consultation call.
#crimsoncares #financialplanning #lifeinsurance
people.com/james-van-der-bee…
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If you're in the 58% with just work coverage, there's a good chance your surviving spouse will burn through it in less than a year or two.
#CrimsonCares #LifeInsurance #FinancialPlanning
42 per cent of Canadians don’t have life insurance: survey
bnnbloomberg.ca/business/202…
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Watch the recording, or just DM me if you have career, fintech, or personal finance questions!
Feb 10
🎉 That’s a wrap on our #Webinar: Leaving Corporate for Advisory!
Thanks to @TaraYDowney, @HermanHChan, and @_bchaps for sharing real-world insights on transitioning to independent advisory.
💻 Missed it? See the recap: bit.ly/46HFb4v
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Thank you Brenda Bouw and @GlobeAdvisor @globeandmail for the opportunity to share my story. Many Canadians deserve better advice and service and Crimson Financial is here to deliver. #financialplanning #wealthmanagemnt #doclife #realestateinvesting #crimsoncares
Feb 6
Before being recruited into financial services, @HermanHChan, president and certified financial planner at Crimson Financial in Toronto, wanted to be a sports reporter. In his second year of journalism school, he interviewed Vince Carter at the peak of his popularity and then-NBA commissioner David Stern. “So, I did accomplish my goal of being a sports reporter for a day,” he says. He spoke with Brenda Bouw about the variable-rate mortgage he took out in 2021 and why he went independent. theglobeandmail.com/investin…
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I never include inheritance in financial freedom planning until they actually get the money.
And yes, most people with assets or responsibilities have done little or nothing when it comes to estate planning.
Many people are fighting with their siblings over land back home and yet, they’re skipping getting will and estate planning.
Either they don’t see the urgency or they fully expect that their family will figure it out when they pass…
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Join the conversation next Thursday.
Register if you haven't already!
Jan 29
⏰ One week to go
@TaraYDowney, @HermanHChan, @_bchaps unpack what really changes when advisors leave corporate to go independent. Skills, gaps, mindset, and life beyond the hype.
📅 Feb 5
⏰ 10AM PST | 1PM EST
👉 us02web.zoom.us/webinar/regi…
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The (PM) man who needs no introduction. @MarkSchmehl #fidelity #crimsonfinancial #wealthmanagement #financialplanning #toronto #crimsoncares
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