 |
Associate Investment Advisor
Registered with Peak Securities
Phone: (604) 688-9577
Fax: (604) 688-7608
Toll Free: 1-800-663-0644
E-Mail: preston.tcheng@solguard.com
Licenses
Licensed for Securities
Licensed for Life, Disability, and
Critical Illness
Philosophy
To develop sound investment advice tailored to each client’s situation and individual investment plans that allow every client to achieve their goals with greater ease. We are committed to building long-term relationships with our clients and ensure that our clients have the freedom to focus on what is important in their lives, and that they have the peace-of-mind that comes from knowing their assets are well-tended. Preston Tcheng works with Ken Johnston Wealth Management Group as an Associate Investment Advisor.
Qualifications
Over 8 years experience in the financial services industry. Specializing in Retirement Strategies, Tax and Estate options and Portfolio Reviews.
Services
Retirement, Estate and Tax Planning
Portfolio Reviews.
Life Insurance.
Annuities.
Seminars.
|
| Preston Tcheng offers financial planning and insurance services as an independent representative, under Solguard Financial Ltd., and these services are offered independently of PEAK Securities Inc.
PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds and mutual funds. PEAK Securities Inc., is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com.
|
|
|
CLIENT DOWNLOADS:
Financial Review
Document
Checklist
(PDF, 1pg, 13k)
Personal Cash Flow Form
(PDF, 1pg, 13k)
Online Personal
Cash Flow
Calculator
CSA Investment
Planning Worksheet
(DOC, 4pgs, 368k)
|
