‏‏‎ ‎JIADAO FINANCIAL‏‏‎ ‎

Insurance planning protects you and your loved ones from financial loss due to unforeseen events by evaluating risks and securing coverage for life, health, disability, property, and more.

Retirement Planning

Retirement planning ensures financial security in later life by estimating future income needs, maximizing savings through RRSPs or pensions, and aligning investment strategies to long-term goals.

Estate planning manages the transfer of assets upon death by drafting wills, setting up trusts, naming beneficiaries, and reducing probate costs and taxes to protect your legacy.

Investment planning builds wealth by identifying goals, risk tolerance, and time horizons, then selecting diversified assets—like stocks, bonds, or real estate—to achieve long-term financial growth.

Tax planning involves structuring your finances to minimize tax liability through deductions, credits, income timing, and smart investment choices while staying compliant with laws and regulations.