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Review Keywords Analysis

CA / BC / Burnaby
David Eng, CFP photo
David Eng, CFP photo
David Eng, CFP photo
David Eng, CFP photo
David Eng, CFP photo

David Eng, CFP

5.0 7 reviews
Address: 5945 Kathleen Ave Ste 900, Burnaby, BC V5H 4J7, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Advisory Debt Management $100 - $200 Call to Book
Investment Planning $300 - $500 Call to Book
Savings Plan Development $150 - $300 Call to Book
Tax Planning Personal Tax Planning $200 - $400 Call to Book
Corporate Tax Strategies $500 - $1,000 Call to Book
Tax Compliance Services $150 - $300 Call to Book
Home Buying Assistance First-Time Home Buyer Consultation $150 - $250 Call to Book
Mortgage Financing Advice $100 - $200 Call to Book
Home Purchase Financial Planning $300 - $500 Call to Book

What people love

From reviews
Knowledgeable advisor Great planning process Personalized advice Prompt communication Client-focused Creative solutions Debt management Savings plan Tax planning Investment advice

About this business

We seek to impart financial confidence in all our customers. Through creating a plan you can understand and it works for you, we bring order in financial life. Our target customers are homeowner professionals and retired people, as well as incorporated business owners. We assure you of honest, comprehensive, creative, and committed financial planning. Struggling to find the financial advice needed? IG Wealth Management offers more. Looking only for CFP in Toronto based? You deserve more. I’m passionate about helping IG Wealth Management clients build great lives. IG Wealth Management helps find more financial solutions, including tax strategies and mortgages. This will also give you insights into effective estate planning. Be your boss as you scale up your career. Great entrepreneurs have incredible control and achieve their best. We also have entrepreneurship opportunities for those who want. Most importantly, you will spend ample time with your clients, and grow your business through their help. Feel free to reach out. Get to know our financial advisors, and see how they help clients. Our team can help you make a decision if this is the place where you belong.

Reviews Summary

The reviews emphasize how impressive clients find David Eng's financial advisement services. They frequently mention his innovative financial planning ideas and how he places his clients' needs first. It also explains how insightful Eng is in giving tax advice . David is also recognized for being available for contact and listening properly to their needs. Many clients highly recommend working with him, particularly since he has helped them with major life milestones and has provided an excellent service. Most investors speak positively about their experience working with him, saying they will continue to do so and are satisfied with their savings and planning over a long period.

Frequently asked questions

7 questions
What do clients say about working with David Eng, CFP?
Clients frequently praise David for his attentive listening, creative ideas, and thorough planning. Many highlight his prompt communication and the personalized approach he takes, ensuring they never feel rushed in decision-making.
Does David Eng, CFP offer help with debt management and investment planning?
Yes, they provide comprehensive financial advisory services, including debt management, investment planning, and savings plan development, tailored to meet individual client needs.
Can I get assistance with personal tax planning from David Eng, CFP?
Absolutely, the team offers personal tax planning, corporate tax strategies, and tax compliance services, ensuring clients receive tailored advice for their unique financial situations.
Does this practice offer home buying assistance, and what do clients say about it?
Yes, they provide home buying assistance, including first-time home buyer consultations and mortgage financing advice. Clients appreciate the thorough financial planning that supports their home purchase decisions.
How does David Eng, CFP approach financial planning for incorporated business owners?
David Eng focuses on creating personalized financial plans that instill confidence in business owners, ensuring their financial life is organized and tailored to their specific goals and interests.
What kind of tax strategies can I expect from David Eng, CFP?
They offer a range of tax planning services, including personal tax planning and corporate tax strategies, aimed at maximizing financial efficiency and compliance for their clients.
Where is David Eng, CFP located?
5945 Kathleen Ave Ste 900, Burnaby, BC V5H 4J7, Canada

Location & directions

Burnaby, British Columbia
David Eng, CFP
Wealth Management Companies
Address
5945 Kathleen Ave Ste 900, Burnaby, BC V5H 4J7, Canada
Hours
Closed Now
David Eng, CFP Reviews · 5.0 average
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