Munires Financial Services
About us
Munires Financial Services
Practical Financial Advice You Can Count on
Focus Your Time and Efforts on Running Your Business and Leave your finacial planning to us.
Muneris has been a leading financial planning firm in Vancouver since 1995, specializing in investment management, retirement planning, and tax strategy. Our team consists of qualified financial advisors dedicated to helping you achieve your financial objectives.
Our motivation stems from a desire to empower individuals and families through informed financial decisions, ensuring a secure and prosperous future for everyone we serve.
Our Services
develop and implement financial plans for you and your family, covering areas like investments, retirement, and estate planning.
Investments:
Annuities / Insured Annuity
RRIF
The benefits and disadvantages of Annuity VS. RRIF
RRSP / Tax benefits of having RRSP
TFSA / Tax Benefits of TFSA
RESP
Life insurance:
Universal life insurance
Term insurance coverage
Importance of Mortgage insurance
The difference between lender’s mortgage insurance and insurance companies’ coverage
Insurance funded Buy and Sell Agreement
Critical Illness:
Critical Illness Benefits
Importance of CI
Disability Insurance:
The difference between Personal and group DI
Importance of Disability Insurance
Health & Welfare Trust:
Stand alone or top-up to a group insurance coverage
Benefits of H & W Trust compared to traditional group insurance benefit
Group Insurance Coverage
Will:
The two different kinds of Will
Importance of Having a Will
Problems with not having a Will
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To maximize financial optimization, our assessment integrates strategic wealth accumulation, disciplined debt reduction, precision asset allocation, comprehensive risk management, and proactive fiscal policy alignment—delivering a synergistic framework for sustained long-term prosperity.
