Better Financial

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About Better Financial

Better Financial, which has recently changed its name to Better Wealth Management, is a financial services firm located on Wellington Rd in the Highland neighbourhood of London, Ontario. The business serves individuals and families by helping them manage their money to improve their peace of mind. The firm provides a comprehensive suite of financial services, including financial planning, wealth management, and estate planning. Their specific offerings include tax planning, retirement planning, portfolio analysis, and insurance analysis. They also provide mortgage services through licensed agents. Clients can access various tools such as savings and RRSP tax savings calculators, as well as investment postponement illustrations. The team is led by founder Chan Rong Yin and includes several specialized professionals. Bunna Phay serves as a financial advisor and mortgage agent, while Scott Stewart, CPA, provides expertise in financial strategy, budgeting, and taxation. Mike Howard, a Chartered Professional Accountant and Certified General Accountant, assists with general accounting needs like account reconciliation and tax returns. Bherang Moazzez, Ph.D., is a licensed mortgage agent with a background in science and the private sector. Customer relations are managed by Anny Thiessen. Prospective clients can book a free financial consultation through several methods, including in-person appointments, phone consultations, or online meetings.

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