Cura Financial Planning
54Developing450 SW Marine Dr 18th Floor, Vancouver, BC V5X 0C3, Canada
About
Cura Financial Planning Inc. is a Vancouver-based financial planning firm offering retirement planning, investment and wealth management, pension solutions, and holistic financial planning for clients across the Lower Mainland.
Senior Care Path Summary
Cura Financial Planning Inc. specializes in retirement planning, investment and wealth management, and pension solutions tailored to clients' specific financial situations at different life stages. The firm is led by founder Jason Wong, who has worked in investment management and financial planning since 1998.
The firm provides customized financial solutions through a disciplined planning process that includes goal-setting, analysis, strategy development, implementation, and ongoing review. Clients across Vancouver, North Vancouver, West Vancouver, Burnaby, Richmond, and Coquitlam can access their services.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees mapping income and pension strategies
- Clients planning retirement at different life stages
- Families needing investment and wealth management
- Those seeking tax-efficient financial strategies
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
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.
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
Licenses & Registrations
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.
Associations & Accreditations
Languages Supported
- English
Frequently Asked Questions
What services does Cura Financial Planning offer?
Cura Financial Planning is a financial planning provider in Vancouver, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Cura Financial Planning speak?
Staff at Cura Financial Planning are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Cura Financial Planning?
You can call Cura Financial Planning directly at (778) 385-9029, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Vancouver. It is free, with no pressure.
Is Cura Financial Planning verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
450 SW Marine Dr 18th Floor, Vancouver, BC V5X 0C3, Canada
Also serves
- Vancouver
- North Vancouver
- West Vancouver
- Burnaby
- Richmond
- Coquitlam