Becoming a client
 
 
We are currently accepting new clients. Please feel free to contact us to arrange an introductory meeting.

Becoming a client First Meeting
We welcome you to come in for your initial complimentary meeting. This one-hour, no obligation meeting provides an opportunity for us to get to know each other and determine if we are a good fit to work together. Choosing a financial advisor is an important decision, and not one that should be taken lightly. We encourage you to research your options.

Information Gathering
You will be asked to bring any relevant financial information for this information-gathering session. We need to get a really good idea of your total financial picture in order to see how we can help. Both parties will likely have many questions. We will provide straight-forward, honest answers to your questions, and we expect the same in return.

Needs Discovery
In our discussion with you, we will cover all aspects of the financial planning process, and discover areas that could be improved. We will clarify your current financial picture and life stage, your future goals, objectives and expectations, and how you see yourself getting there. During this process, we assess which specialists may need to be involved.

Our Services
Giezen Soong & Associates focuses specifically on the areas of investment planning, retirement planning, and tax planning (including fee-based tax preparation services for personal returns, trust and estate returns, as well as special situations). We have strategic partnerships with other industry professionals to service specific needs, such as insurance, estate planning, accounting, and business services.

Second Meeting
After we have discovered your needs and objectives, we will take some time to put together a financial plan before arranging a second meeting. At the second meeting we will review the plan with you and make any adjustments if necessary.

Getting Started
After our second meeting, if both parties feel comfortable, we will implement your financial plan, and outline a strategy to review it on a regular basis.
Giezen Soong & Associates

Suite 804 – 470 Granville Street
Vancouver, BC
V6C 1V5

Phone:604.568.7118
Fax:604.568.7336