What Makes Cura Financial Planning Inc. Stand Out
Thanks for stopping by the blog. If you’re looking for more information about Cura Financial Planning Inc., you’ve come to the right place.
About Cura Financial Planning Inc.
Established in 2018, operated and run by Jason Wong, Cura Financial Planning Inc. is a Vancouver-based financial planning firm specializing in providing customized solutions according to each client’s specific financial situation over various life stages.
Jason is an MBA graduate from The University of Manchester. He started his career through the financial advisory channel in one of the central banks in 2001 and has had extensive experience in the investment management and financial planning industry since 1998.
In the twenty-three years he has served the Vancouver, British Columbia community, his business has grown consistently. He recently launched his new corporate website, Facebook, Linkedin, and Google business pages, to help more people. He operates Monday through Friday from 9:30 AM to 5 PM and is available throughout the year.
The Cura Financial Planning Inc. Difference
Jason and his team of financial planners cater to a client base that mainly consists of individuals serious about building stronger financial well-being for themselves and their families.
One aspect that makes us second to none is our financial planning expertise, which allows us to offer a customized financial plan and access a wide range of suitable financial solutions.
But, what sets us apart from competitors is that our planners have embraced our core values of genuine care and an educational mentality that helps our clients reach their financial goals. This has distinguished us from other financial service providers, and most of our new clients have been mainly referred by happy clientele.
One of our most major achievements is that we have grown significantly since our inception and consolidated our position as leaders in our field. Similarly, our planners have obtained various professional designations, including CFP, CFA, QAFP, and various other recognitions in the industry.
Our dream for the future is to continue to evolve over the next few years, becoming the best boutique-style financial planning provider in Greater Vancouver, offering the best customized financial planning services.
While we are passionate about what we do, we also care about protecting the environment. As our industry heavily depends on printing paperwork and keeping paper files, we are gradually moving to keep virtual documents, accept e-signatures and adapt to the latest innovations that are energy efficient and save our resources.
We also believe in giving back to society and, as part of that belief, regularly contribute to local causes and charities.