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Financial Planning

Cura Financial Planning

44Limited

450 SW Marine Dr 18th Floor, Vancouver, BC V5X 0C3, Canada

5.0(4 Google reviews)on Google

About

Cura Financial Planning is a local financial planning provider in Vancouver, British Columbia. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

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Google Reviews

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5.0

4 Google reviews

Most recent reviews

Audrey Cheng
5 months ago · via Google
I can't say enough great things about Jason Wong at Cura Financial Planning. He has been my advisor for a few years now since I was a young adult and his knowledge and expertise is exceptional. I couldn't recommend him more. I always appreciate his patience and ability to clearly explain different plans and investments that always makes me feel confident and informed that my financial plan is aligned with my goals.
Marvin cohodas
5 years ago · via Google
Jason Wong, now of Cura Financial Planning, has been my advisor now for about 6 years. I interviewed other planners but Jason was clearly both more astute and more affable than the other. I've been very happy with his help in finding the right health insurance, life insurance, and investment plans for me. I enjoy meeting with him and completely trust his judgment.
R. Haluk Erenguc
5 years ago · via Google
I have been benefiting from the financial guidance Jason Wong has been offering since 2015.

See all 4 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from Cura Financial Planning's Google rating and recent reviews. Confirm specifics with the provider.

Cura Financial Planning holds an excellent 5.0-star rating across 4 Google reviews.

Services

Financial Planning

Licenses & Registrations

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Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

Verify a CFP professional (FP Canada)

Associations & Accreditations

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Languages Supported

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Location

450 SW Marine Dr 18th Floor, Vancouver, BC V5X 0C3, Canada

Also serves

Vancouver and surrounding areas