Bily Xiao
Vancouver
Mobius Planning
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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Mobius Planning provides comprehensive financial planning and wealth management to clients across Canada. We work especially with those who have a heart to give and make a difference in the world—to steward and maximize their wealth so they can live well and give generously. Specializing in retirement planning for age 55+ and tax optimizations for business owners.
Stewardship. Optimization. Generosity. These are the 3 pillars of my philosophy.
Online financial planning for clients across Canada.
Specializing in retirement planning for age 50+ and tax optimizations for business owners.
I especially enjoy working with those who have a heart to give and make a difference in the world.
Online financial planning for clients across Canada.
Specializing in retirement planning for age 50+ and tax optimizations for business owners.
I especially enjoy working with those who have a heart to give and make a difference in the world.
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