Tim Lew
CFP (Canada)
CLU
Bio
Previously an NCAA division 1 student-athlete, presently a practicing Certified Financial Planner®, and ambitiously, a change maker.
Personal Information
Employer Information
Practice Information
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
CTF
STEP
Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
ESG & Impact Investing
Estate Planning
Executive Compensation
Financial Planning
Insurance Planning
Retirement Income Planning
SRI
Succession Planning
Tax Planning