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Connect with Jona De Guzman ,

Independent Financial Advisor for Young Professionals

from Surrey, Canada

Connect with Jona De Guzman ,

Independent Financial Advisor for Young Professionals

from Surrey, Canada

Introduction

Headline:

Independent Financial Advisor for Young Professionals

I am a(n):

Financial Educator Estate Planning Specialist Supporter of Women in STEM Risk Management Specialist Former Structural Engineering Technician Independent Financial Advisor

I can help you:

  • RRSP vs wealth leveraging. Which tax write-off is better for you?
  • Tax-sheltered, guaranteed investments. How does this long-term strategy help you and how it could help your business.
  • How can I help you manage the financial risks in your business. How much does it actually cost to be sick?

Why me:

>I use my technical engineering background to sort through the noise in finance and bring you what you need, simplified.
>I have strategies to grow your wealth and not lose it.
>I specialize in small-medium business and understand the basic needs of business owners.
>I have a team of experts who are able to help you, no matter the issue.
>I am the only advisor who can name a beneficiary for non-registered accounts.

I am available for:

📞 Telephone | 💻 Virtual | 🤙 In person

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Pick My Brain Call

USD $50.00


  • Over the phone
  • 30 minutes
  • Currently available

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Coffee and Conversation

USD $50.00


  • In person
  • 45 minutes
  • 7 booking(s) remaining this month

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Your Wealth Plan

USD $997.00


  • In person
  • 90 minutes
  • Currently available

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Wealth Building

USD $50.00


  • In person
  • 30 booking(s) remaining this month

About

My story:

My passion to help others started in architecture and engineering. I wanted to design buildings that would enhance and bring joy to others but after working in structural engineering for three years, I realized that I needed to help people in a better way. My transition to financial advising brought me on a path where I can share the abundance of knowledge that I have absorbed and help others build the financial house of their dreams.

I work in all areas of the lower mainland and host information seminars on estate and succession planning for those who are passing on wealth and those who will be receiving it. My business is multi-generational as I work with all members of the family.

When I'm off work, I love being active in sports like ultimate frisbee, indoor and outdoor volleyball, and roaming the local streets for great food.

Resume

Professional experiences:

  • Founder of Jenta Financial at Jenta Financial
  • Independent Financial Advisor at Jenta Financial
  • Structural Engineering Technician at NBDC Engineering
  • Drafting & Design Technician at Standard Building Supplies
View more

Educational experiences:

  • Individual Life Insurance Agent Licence at Insurance Council of British Columbia
  • Architectural Building Technology at British Columbia Institute of Technology
  • Architectural CADD & Graphics Technician at British Columbia Institute of Technology
View more

Portfolio

My Platforms:

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