Financial Planning Mentoring

Thornhill, ON, CA

15 members · Public group

Organized by Ray Li

What we’re about

With my background in accounting, tax, and wealth management, I've helped many individuals navigate the complexities of financial planning. I'm passionate about empowering people to take control of their finances, and I'm now offering complimentary consultations to make professional guidance more accessible. Each week, I plan to dedicate 45 min to an hour to providing personalized financial planning advice and answering your financial related questions. Schedule your free session today!

Upcoming events (4)

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Mon, May 12, 2025, 7:15 PM EDTFinancial Planning Q&A: Financial Independence Requires Plans & Actions
Second Cup, North York, ON
Join us for an insightful session on understanding financial planning to achieve financial independence. It is a large topic, so the goal is to touch some essential aspects such as cash flow management, wealth creation, investing for retirement, and advanced financial planning & tax strategies. Whether you are just starting to plan for your future or looking to enhance your financial knowledge, the purpose of this group event is to provide valuable insights and practical tips. Don't miss this opportunity to gain a deeper understanding of personal finance and get to know a few new friends who are interested in improving their financial situations.
1 attendee
Mon, May 26, 2025, 7:15 PM EDTFinancial Planning Q&A: Financial Independence Requires Plans & Actions
Second Cup, North York, ON
Join us for an insightful session on understanding financial planning to achieve financial independence. It is a large topic, so the goal is to touch some essential aspects such as cash flow management, wealth creation, investing for retirement, and advanced financial planning & tax strategies. Whether you are just starting to plan for your future or looking to enhance your financial knowledge, the purpose of this group event is to provide valuable insights and practical tips. Don't miss this opportunity to gain a deeper understanding of personal finance and get to know a few new friends who are interested in improving their financial situations.
1 attendee
Mon, Jun 9, 2025, 7:15 PM EDTFinancial Planning Q&A: Financial Independence Requires Plans & Actions
Second Cup, North York, ON
Join us for an insightful session on understanding financial planning to achieve financial independence. It is a large topic, so the goal is to touch some essential aspects such as cash flow management, wealth creation, investing for retirement, and advanced financial planning & tax strategies. Whether you are just starting to plan for your future or looking to enhance your financial knowledge, the purpose of this group event is to provide valuable insights and practical tips. Don't miss this opportunity to gain a deeper understanding of personal finance and get to know a few new friends who are interested in improving their financial situations.
1 attendee
Mon, Jun 23, 2025, 7:15 PM EDTFinancial Planning Q&A: Financial Independence Requires Plans & Actions
Second Cup, North York, ON
Join us for an insightful session on understanding financial planning to achieve financial independence. It is a large topic, so the goal is to touch some essential aspects such as cash flow management, wealth creation, investing for retirement, and advanced financial planning & tax strategies. Whether you are just starting to plan for your future or looking to enhance your financial knowledge, the purpose of this group event is to provide valuable insights and practical tips. Don't miss this opportunity to gain a deeper understanding of personal finance and get to know a few new friends who are interested in improving their financial situations.
1 attendee

Past events (9)

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Mon, Apr 28, 2025, 7:15 PM EDTFinancial Planning Q&A: Financial Independence Requires Plans & Actions
This event has passed
1 attendee

Financial Planning Mentoring

What we’re about

Upcoming events (4)

Past events (9)

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