Allan Pun, Consultant with Investors Group Financial Services Inc., has extensive experience in delivering unique financial strategies, ideal for realtors and small business owners. Allan and his team are currently working with numerous realtors from all the Re/Max offices in the lower mainland. When sitting down with Allan you can expect the following: a complimentary second opinion, a review of personal finances, a discussion on how to minimize taxes, an explanation of advanced retirement planning and how to better manage risk. Allan employs a set of tailored strategies suitable for commissioned realtors and PREC (personal real estate corporation).
Through his region office, Allan has access to a team of specialists to help him quarterback your goals and concerns in retirement, tax, investment, mortgage, life insurance and estate planning. If you are unhappy with your current advisor, looking to have a second opinion or trying to minimize your taxes, Allan can provide you with a no obligation review. During this meeting he can help you determine if your finances are in order. He can also determine if you are on track for retirement and if there are any challenges or concerns he can assist you with. Realtors can also learn more about the pros and cons of transitioning to PREC and if it is appropriate for them.
Active listening is our core value. This means we hear what is most important to clients and their families. By understanding each client’s unique goals and concerns we develop a written plan to guide them through each state of their life. Through comprehensive planning, open communication and first class service we offer clients a lifetime of advice and strategies to help guide them towards financial freedom and tax minimization.