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My passion is to help individuals and families find success, clarity, and purpose in their finances. I now work to raise our family with a secure financial future, I understand both the privileges and financial responsibilities that come with different seasons of life. Whatever your goals, aspirations, and responsibilities are for this chapter of your life, I’m excited to help you along your journey.
I love taking complex financial concepts and making them simple. My favorite thing on earth to hear from my clients is: “I sleep better at night now that I understand what I’m doing with my finances and why.”
Our Process
1. Schedule a Call
We'll chat to see if we're a good fit and if it makes sense to continue our conversation and meet again.
2. Discovery Call
We'll gain clarity on what's important to you and why. We then create a plan to set things in motion.
3. Financial Plan
You'll receive a plan designed specifically for you and your situation. We'll begin to align your actions and values with finance.
4. Regular Review
A financial security plan is organic and should adapt to changes in your life. Regular reviews make sure we stay ahead of changes in the industry and keeping up with your busy lifestyle.
Our Services
We work with financial companies to provide the best service for your needs. We don’t own any products so we are completely unbiased in our approach to meeting your financial goals. We always start with the big picture to ensure you get the right plan to line up with your dreams. These are the areas we can help in.
Insurance
Life, Health & Dental, Critical Illness, Long-term Care, Group Benefits, Travel, and Disability
Investments
Segregated Funds, TFSA, RRSP, GIA, RESP, and Annuity
Borrowing
Mortgage Referrals, RRSP Loans, Investment Loans, and Other Debt Solutions
Testimonials
What Our Client Says
Jeniffer Smith
I’m currently located in Vancouver, BC, and Galen is Ontario based. This was a non-issue and working together online turned out to be greatly to our advantage… He has taken the time to educate me and spend the time needed to ensure I am making good decisions. This was AFTER he first invested in Me and what I am about.
Pamela Duncan
High 5 Financial
provides an engaging, interactive presentation that allows his audience to put financial planning into perspective by answering questions in a unique visual manner. You can hear the penny drop all through the room.
Steve Tailor
High 5 Financial has spent several hours teaching me about the financial world… He is great at explaining things and is great at creating visuals for visual learners. He has helped me think about my future financial goals and make realistic action plans to achieve them.
Don't Know What To Start With?
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Financial Advisor
High 5 Financial
We are always here if you have any question then please ask freely. We will get back to you as soon as possible. Thanks
Phone: 778-708-3728
Email: yong@yyli.ca