Melba CT Belo CFP™

A former Certified Public Accountant, and University Educator, Melba designs personalized, holistic, and, tax-efficient financial solutions. These proven and effective strategies are attested by numerous satisfied clients.

Melba Tianchon Belo, is a Certified Financial Planner, with multiple industry awards. Melba believes that as good stewards of God’s resources, we should maximize the use of our finances.

It would be my pleasure to work with you! - Melba

 

Personalized Services Offered:

- Retirement & Investment Planning - RRSP, DPSP, LIRA, IPP; Non-Registered & TFSA solutions

- Tax Planning - Tax Review; Reduction & Minimization

- Insurance Planning - Life, Critical Illness, Disability, Long-Term Care, Group Insurance, Key Person, Buy/Sell, Overhead Expenses

- Education Planning - RESPs, & RDSPs

- Estate Planning - Wills, POAs, Trusts, Legacy Planning (referrals)

- Business Planning - Sole/Partnership/Corporations & Risk Management solutions