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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

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)
  • 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?

Register below to be added to the waiting list.