Welcome
“If you can’t explain it simply, you don’t understand it well enough.”
This famous quote by Albert Einstein sums up our philosophy in our day to day business practices. From interactions with our clients to relationships with our professional partners, our process and approach are purposely transparent, discipline and easy to understand.
Thank you for your trust, we will never stop trying hard to earn it.
Welcome
“If you can’t explain it simply, you don’t understand it well enough.”
This famous quote by Albert Einstein sums up our philosophy in our day to day business practices. From interactions with our clients to relationships with our professional partners, our process and approach are purposely transparent, discipline and easy to understand.
Thank you for your trust, we will never stop trying hard to earn it.
Welcome
“If you can’t explain it simply, you don’t understand it well enough.”
This famous quote by Albert Einstein sums up our philosophy in our day to day business practices. From interactions with our clients to relationships with our professional partners, our process and approach are purposely transparent, discipline and easy to understand.
Thank you for your trust, we will never stop trying hard to earn it.
Price is only an issue in the absence of value
Price is only an issue in the absence of value
Price is only an issue in the absence of value
Details About the Process
Portfolio Strategies Corporation is our Mutual Funds dealer. Evertrust Financial Services Inc. represent our insurance division. Basically, it’s where we hang my license and it’s the letterhead on all transaction confirmations / statements. They represent the insurance and the mutual funds division respectively.
The Need
How do I save money for vacation, a home or retirement? How do I protect my family if something were to happen to me? How can professionals minimize tax and maximize savings?
The Process
Data gathering, analysis, plan recommendation, implementation of the plan and review. Most important part and should be the most fun – for me at least.
The Solution
With our clients and industry partners, we work together to find the most suitable strategy. It all starts with a casual conversation – you just need to take the first step.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Details About the Process
Portfolio Strategies Corporation is our Mutual Funds dealer. Evertrust Financial Services Inc. represent our insurance division. Basically, it’s where we hang my license and it’s the letterhead on all transaction confirmations / statements. They represent the insurance and the mutual funds division respectively.
The Need
How do I save money for vacation, a home or retirement? How do I protect my family if something were to happen to me? How can professionals minimize tax and maximize savings?
The Process
Data gathering, analysis, plan recommendation, implementation of the plan and review. Most important part and should be the most fun – for me at least.
The Solution
With our clients and industry partners, we work together to find the most suitable strategy. It all starts with a casual conversation – you just need to take the first step.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Details About the Process
Portfolio Strategies Corporation is our Mutual Funds dealer. Evertrust Financial Services Inc. represent our insurance division. Basically, it’s where we hang my license and it’s the letterhead on all transaction confirmations / statements. They represent the insurance and the mutual funds division respectively.
The Need
How do I save money for vacation, a home or retirement? How do I protect my family if something were to happen to me? How can professionals minimize tax and maximize savings?
The Process
Data gathering, analysis, plan recommendation, implementation of the plan and review. Most important part and should be the most fun – for me at least.
The Solution
With our clients and industry partners, we work together to find the most suitable strategy. It all starts with a casual conversation – you just need to take the first step.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
This is My Story…
so you get to know me better.
This is My Story…
so you get to know me better.
Who would have thought that a Bachelor of Arts Degree from UBC, Major in Psychology and Sociology, would lead to a 16+ year career in the financial industry. What I studied has prepared me well for my role as a “relationship manager.” I manage the relationship between my clients and our industry partners – together to find the most suitable strategy / investment vehicle for mutual clients.
Why I What I Do
I get to meet people from all walks of life and hear their stories. They then entrust in me to help achieve their goals. This is by far the most rewarding part of the, for lack of a better word, job. As a result, I have lifelong clients.
Why I Vancouver
Our family has called Vancouver home for 36 years. I grew up in “East Van” with mom/dad and 7 other siblings. From hard working humbling roots, our blessed family are proud of what we have been able to accomplished in this city. Awesome weather, amazing food, friendly people.
My Other s
Family (wifey & fur baby). Playing and coaching basketball. Golf – the most humbling sport. To top off the list the outdoors, travelling, and authentic foods.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Who would have thought that a Bachelor of Arts Degree from UBC, Major in Psychology and Sociology, would lead to a 16+ year career in the financial industry. What I studied has prepared me well for my role as a “relationship manager.” I manage the relationship between my clients and our industry partners – together to find the most suitable strategy / investment vehicle for mutual clients.
Why I What I Do
I get to meet people from all walks of life and hear their stories. They then entrust in me to help achieve their goals. This is by far the most rewarding part of the, for lack of a better word, job. As a result, I have lifelong clients.
Why I Vancouver
Our family has called Vancouver home for 36 years. I grew up in “East Van” with mom/dad and 7 other siblings. From hard working humbling roots, our blessed family are proud of what we have been able to accomplished in this city. Awesome weather, amazing food, friendly people.
My Other s
Family (wifey & fur baby). Playing and coaching basketball. Golf – the most humbling sport. To top off the list the outdoors, travelling, and authentic foods.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Who would have thought that a Bachelor of Arts Degree from UBC, Major in Psychology and Sociology, would lead to a 16+ year career in the financial industry. What I studied has prepared me well for my role as a “relationship manager.” I manage the relationship between my clients and our industry partners – together to find the most suitable strategy / investment vehicle for mutual clients.
Why I What I Do
I get to meet people from all walks of life and hear their stories. They then entrust in me to help achieve their goals. This is by far the most rewarding part of the, for lack of a better word, job. As a result, I have lifelong clients.
Why I Vancouver
Our family has called Vancouver home for 36 years. I grew up in “East Van” with mom/dad and 7 other siblings. From hard working humbling roots, our blessed family are proud of what we have been able to accomplished in this city. Awesome weather, amazing food, friendly people.
My Other s
Family (wifey & fur baby). Playing and coaching basketball. Golf – the most humbling sport. To top off the list the outdoors, travelling, and authentic foods.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
“A recent study showed people spend more time planning a vacation (usually lasts 7 days) versus their retirement (can last over 20 years)!”
“A recent study showed people spend more time planning a vacation (usually lasts 7 days) versus their retirement (can last over 20 years)!”
“A recent study showed people spend more time planning a vacation (usually lasts 7 days) versus their retirement (can last over 20 years)!”
Services
Investments
A very dynamic process –for best results, your money should be actively managed.
Your goals and objectives are crucial.
Access to top money mangers in the world to increase your likelihood of achieving your goals.
Corporate Insurance
Protect your business from life events that you cannot control.
Achieve corporate tax efficiency.
Maximize savings for retirement.
Personal Insurance
Solutions to protect what is important to you.
Personalized risk management.
Leaving a legacy.
Travel
Out of country medical insurance from Manulife.
Peace of mind for as little as $1 / day.
Up to $5 Million in emergency medical coverage.
Healthcare
Individual & group solutions.
Tax efficient & cost effective.
Ideal for employee retention.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Services
Investments
A very dynamic process –for best results, your money should be actively managed.
Your goals and objectives are crucial.
Access to top money mangers in the world to increase your likelihood of achieving your goals.
Corporate Insurance
Protect your business from life events that you cannot control.
Achieve corporate tax efficiency.
Maximize savings for retirement.
Personal Insurance
Solutions to protect what is important to you.
Personalized risk management.
Leaving a legacy.
Travel
Out of country medical insurance from Manulife.
Peace of mind for as little as $1 / day.
Up to $5 Million in emergency medical coverage.
Healthcare
Individual & group solutions.
Tax efficient & cost effective.
Ideal for employee retention.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Services
Investments
A very dynamic process –for best results, your money should be actively managed.
Your goals and objectives are crucial.
Access to top money mangers in the world to increase your likelihood of achieving your goals.
Corporate Insurance
Protect your business from life events that you cannot control.
Achieve corporate tax efficiency.
Maximize savings for retirement.
Personal Insurance
Solutions to protect what is important to you.
Personalized risk management.
Leaving a legacy.
Travel
Out of country medical insurance from Manulife.
Peace of mind for as little as $1 / day.
Up to $5 Million in emergency medical coverage.
Healthcare
Individual & group solutions.
Tax efficient & cost effective.
Ideal for employee retention.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Let’s get in touch!
Let’s get in touch!
Partners
We are partnered with the industry’s best leaders for investments and insurance to give our clients the most comprehensive solution and coverage.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Partners
We are partnered with the industry’s best leaders for investments and insurance to give our clients the most comprehensive solution and coverage.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Partners
We are partnered with the industry’s best leaders for investments and insurance to give our clients the most comprehensive solution and coverage.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
“Be able to differentiate the things in life that you can control versus those that you cannot.”
“Be able to differentiate the things in life that you can control versus those that you cannot.”
“Be able to differentiate the things in life that you can control versus those that you cannot.”
Something Back
We are proud to support the communities and charitable organizations that our clients hold dear to their hearts.
Promoting an active healthy lifestyle through community sports for young adults with a focus on volleyball and basketball since 2003.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Something Back
We are proud to support the communities and charitable organizations that our clients hold dear to their hearts.
Promoting an active healthy lifestyle through community sports for young adults with a focus on volleyball and basketball since 2003.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Something Back
We are proud to support the communities and charitable organizations that our clients hold dear to their hearts.
Promoting an active healthy lifestyle through community sports for young adults with a focus on volleyball and basketball since 2003.
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
You are challenged to get involved with your community!
If there’s any way we can help, please let us know!
You are challenged to get involved with your community!
If there’s any way we can help, please let us know!
You are challenged to get involved with your community!
If there’s any way we can help, please let us know!
Contact
Hi, I am Quyen (pronounced When). Thank you for taking the time to check out the website and congratulations, by doing so, you have taken an important step to ensuring a successful financial future!
I look forward to hearing from you.
Evertrust Financial Services Inc.
Portfolio Strategies Corporation
560 – 5900 No. 3 Road
Richmond, BC V6X 3P7
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Contact
Hi, I am Quyen (pronounced When). Thank you for taking the time to check out the website and congratulations, by doing so, you have taken an important step to ensuring a successful financial future!
I look forward to hearing from you.
Evertrust Financial Services Inc.
Portfolio Strategies Corporation
560 – 5900 No. 3 Road
Richmond, BC V6X 3P7
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.
Contact
Hi, I am Quyen (pronounced When). Thank you for taking the time to check out the website and congratulations, by doing so, you have taken an important step to ensuring a successful financial future!
I look forward to hearing from you.
Evertrust Financial Services Inc.
Portfolio Strategies Corporation
560 – 5900 No. 3 Road
Richmond, BC V6X 3P7
Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services through Evertrust Financial Services Inc.