Insurance - DizonGroup.com

Ramon possesses professional experience in accounting, Canadian tax, corporate finance, and strategic analysis; together with exceptionally strong skills in marketing, negotiating, and communicating. Throughout his career, Ramon is well regarded for his ethical business practices for the win-win solution. Conscientiously honing his skills since age 19 when he started helping his parents with every aspect of their real estate investments, your best interest will be well served with Ramon as your financial planner.

While his focus is helping clients accumulate wealth using various techniques, he can be retained to analyze other complex business or investment issues. Ramon welcomes clientele referrals for advice and transactional services. Please call if you have any questions.

1 (604) 781-0852 Click to Call

Fee-For-Service Holistic Financial Planning

We offer fee-for-service, comprehensive, holistic financial & retirement plans that continually grow with you to meet your future goals.

Building your Retirement Paycheque

We will introduce you to strategies to build your retirement paycheque so your money outlives you, not you outlive your money.

Protection for yourself & your family

We work with you to protect your family and your wealth so Canada Revenue Agency is not the biggest beneficiary of your estate - but your family is.

Ensure that Canada Revenue Agency is NOT your biggest beneficiary

We will work with you to ensure that you leave a legacy where you want and not to CRA.

Tax Savings – Lower your tax bill – How to pay yourself

We will determine the best way to pay yourself now and in retirement - to give you the most tax savings.

Strategies designed for Doctors, Dentists & Business Owners

We quarterback a team of specialists and experts to implement strategies catered to your personal situation.

We quarterback your financial planning team.

We quarterback your financial planning using strategic partnerships with experts in the field specific to your profession and goals. We will work with any professional you already have, accountants, lawyers, etc., or we will introduce you to new ones based on your needs so that you know we have your best interest at heart.

Book that call NOW! (604) 781-0852 or check Ramon's calendar for a 15 minute triage call.

Doctors, Dentists, and Entrepreneurs Dinner Seminars

Career History:

School Coordinator’s Secretary/Database Programmer,
Assistant Accountant (Short-Term Real Estate Rental),
Revenue then Plant Accounting (Natural Gas Transmission & Pipeline Construction),
Accountant to Controller to Treasurer (Factoring, Capital Finance, Securitization),
Controller & Investor Liaison – Investing in 300 unit Multi-Family Commercial properties,
Public Tax Accountant (Corporate & Individual Income Tax Reporting),
Retirement and Financial Planner (Business & Individual Generational Wealth Transfer),
Mortgage Sub-Broker – A National Bank then to a Mortgage Broker,
Director/Treasurer/Official/Coach – Olympic-Member Organization,
Commercial REALTOR® & Sr. Financial Analyst – in BC, Canada.

Memberships/Associations - Past & Present:

Professional Member – (2003) The Certified General Accountants Association of BC & Canada
Licensed Pilot – (1998) by Transport Canada at YVR Vancouver International Airport
Member – (2006) Canadian Mortgage Brokers Association
Student Member – (2007) Shin So Shiatsu Therapy & Qi Gong Healing
Macrobiotic Diet Healing – (2007) Kushi Institute, Becket, Massachusetts, USA
Treasurer, Director, Instructor – (2007) Muay Thai Association of BC
Treasurer, Director, Judge, Referee, and Coach – (2007) Boxing BC Association
Director, Head Coach – (2007) Tiger Boxing Club (Non-Profit Society for competition & self-improvement)
Certified Coach Member – (2007) Coaches Association of BC & Coaching Association of Canada
BC & Canadian Real Estate Associations (BCREA & CREA) – 2021
Real Estate Board of Greater Vancouver (REBGV) – 2021.

SERVICES by Ramon R. Dizon, Agent

Generational Wealth Transfer & Financial Planning

Join us in our live dinner seminars?

Testimonial-Mortgage Broker

"Ramon's expertise in the field of financial instruments is outstanding!
I trust anything he directs to me in financial planning for my future.
Great info."

Victor Hunt, President
www.discountmortgagefinders.org

Testimonial-Health & Wellness Consultant

"Ramon's experience and education provided me with valuable information and created in me a desire to learn what I can about my financial options. His energy turned financial information into an enjoyable learning experience."

Andrea Corbin, HHP, Reiki, Reflexology

Testimonial-New Immigrant

"Your warmth and steadfastness are an unusual treat in today's superficial world.

Thanks to your questions and gentle guidance, you helped expand my understanding by giving me an opportunity to see behind your vast and detailed financial analysis."

Ursula Ruckstuhl

Testimonial-4 Seasons Coaching
"You have a gift of bringing calm to any situation, adjusting, and suggesting occasional changes in direction; you respect peoples’ priorities and the clients’ choice of making their own decisions.

Your openness and understanding instills trust and brings a warm note to every interaction.

It is a privilege being served by such expertise, passion and dedication for finances."