Elevate Your Financial Future

“Anyone looking for a financial planner? We switched from our previous financial advisor to John Ly a few years ago and we are so happy we did. We found him to be hardworking, very knowledgeable and has a wide range of options for each need. He is easy to communicate with and makes it easy to understand the various options”.

“Marco is an exceptional advisor who goes above and beyond for us. His extensive knowledge of the industry and dedication to finding the best policies for our needs sets him apart from others. His professionalism and attention to detail ensure we are always well-informed and confident in our insurance decisions. He takes the time to explain complex policies in a way that is easy to understand, making sure that we are comfortable with our coverage. We also witnessed his tireless commitment to helping us with a claim recently. With his guidance and dedication, we were able to receive the best possible insurance claim!”

"When I first met John, I had the feeling that I was in the right hands. Not only is he a professional consultant that understood clearly all my needs, but he is also a great human being."His professionalism and attention to detail ensure we are always well-informed and confident in our insurance decisions. He takes the time to explain complex policies in a way that is easy to understand, making sure that we are comfortable with our coverage. We also witnessed his tireless commitment to helping us with a claim recently. With his guidance and dedication, we were able to receive the best possible insurance claim!”

“Marco was awesome to deal with. Very knowledgeable and gave great advice. He eliminated worries that I had. He is very people-oriented and so easy to talk to.”We also witnessed his tireless commitment to helping us with a claim recently. With his guidance and dedication, we were able to receive the best possible insurance claim!”

“Our experience with John and Marco was amazing! They are very professional and knowledgeable individuals in their line of business. They truly care about tailoring products around client’s needs. They were extremely patient and were able to provide us with sound advice and ensure that we are set up with the property insurance products.:

“We have greatly appreciated and benefited from Marco's expertise and experience. Following an international move, Marco quickly suggested a streamlined and detailed strategy for our corporation and family. He has coordinated complex filings with our accountant and helped us immensely to understand and select the best financial options. I would not hesitate to recommend Marco, and look forward to working with him in the future.”

“I have been a client of John’s for over a year now. He came highly recommended by my accountant and I have found him to be very easy and transparent to deal with. He explains things so thoroughly in stages so as not to overwhelm, which I really appreciated since the concepts were new to me. He’s also very diligent in his research as to what might be best for an individual client; he gave me several different scenarios before we came to a conclusion of what would work best for me. So far, I could not be happier: I think there are very few people in his field that could match his expertise and professionalism.”

“Thanks so much Marco for your expert analysis, thorough evaluation and insightful recommendations regarding our retirement projections and investment/equity holdings”

“John has worked with us to consolidate many different investment and insurance policies into one place. Throughout the process, he has explained things in layman’s terms, and has helped make the transition painless. He has the technical knowledge to understand the best way to access products that I would otherwise not have known about making him a great listener and very personable to deal with.”

“Oh what a relief! Thank you Marco for putting my mind at rest!”

“I’ve been in business for almost 20 years, and I started to accumulate a lot of excess money in my corporation. I spoke to many professionals about what to do with this idle money that I felt should be working hard for me however found no answers. Then I spoke to John and he came up with a unique and adaptable strategy for me to fund my future retirement lifestyle while minimizing taxes along the way. John’s service was attentive, he explained everything in simple terminology. I would highly recommend John to any business owner as he is very knowledgeable in his field.”