You'll be clear on how much you should be investing and where to hit your retirement goal.
Peace of Mind
My clients have said "I sleep better at night now that I know I'm doing the right thing."
My clients have a long-term plan that they understand and makes sense for their unique scenario.
Here is what clients are saying about working with me
Galen has in-depth knowledge of corporate planning and helps us utilize tax-efficient strategies to get us to our goals faster. I can trust Galen to provide me with advice that will serve my family and our goals and be informed of changes and the best way to adapt to them.
Dr. Sina Sajed
I'm currently located in Vancouver, BC, and Galen is Ontario based. This was a non-issue and working together online turned out to be greatly to our advantage... He has taken the time to educate me and spend the time needed to ensure I am making good decisions. This was AFTER he first invested in me and what I am about.
Galen has spent several hours teaching me about the financial world... He is great at explaining things and is great at creating visuals for visual learners. He has helped me think about my future financial goals and make realistic action plans to achieve them.