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Financial Planning
Manulife New RetirementPlus
Financial planning makes a meaningful difference: FPSC
The Personal Retirement Account
Building Wealth with Permanent Life Insurance
Insured Annuity Strategy
Individual Investment Shelter Strategy
Financial Planning Pyramid
Planned Giving Using Life Insurance
Integrating Retirement and Estate Planning

Jake Jun Qiao, Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Member of Million Dollar Round Table (MDRT). Please contact me for any financial planning inquires.


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Financial Planning Pyramid

It’s important to plan for your financial future. If you’re not sure how to plan ahead, take a look at the Financial Planning Pyramid.

This widely accepted and simple tool can help you create a financial plan that is built on a solid foundation. The pyramid illustrates which financial matters you should address first: debt reduction, insurance needs, a properly drawn will and an emergency fund.
As you move up the pyramid (by reducing debt and acquiring assets), your income protection needs are replaced by your need to accumulate more wealth.
Ask me to help you plan ahead using the Financial Planning Pyramid.
Tax shelters
Real estate
Business interests
Growth & diversification
Bonds Equity securities
Mortgage paydown
Savings & wealth accumulation
RRSPs Home ownership Fixed interest plans
Mutual & segregated funds
Debt reduction Emergency fund Life insurance Disability insurance
Critical illness insurance Regular savings Wills
Risk increases
liquidity reduces
Liquidity increases
risk reduces
Simply dial 416-835-8805 for details.
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