About Us
AssetPlus Financial Services Inc. is a Richmond, BC based life insurance MGA (Managing General Agent) established in 2001. We are a leader in managing wealth and protecting assets, giving Canadian families and small businesses peace of mind.
Our dedicated team of advisors is determined to provide financial solutions tailored to each and every individual’s needs. We do not work for banks nor insurance companies – we work for our clients and we make decisions based on their best interests. We have access to multiple product providers, providing you a one-stop solution for all your financial needs with individual attention at all levels.
Savings and Investment
We will work with you to identify your goals and select the best investment products that offer the greatest flexibility and affordability.
01
Guaranteed Interest Products
Risk-free, guaranteed interest on your investment.
02
Segregated Funds
Investments that provide market return, guarantees, and death benefits.
03
RRSPs
Contributions are tax deductible and taxes on investment growth are deferred until withdrawn.
04
TFSAs
All investment growth inside a TFSA is tax free.
05
RESPs
Grants are provided by the government to partially match contributions in RESP accounts.
Travel Insurance
Travel insurance provides protection against unforeseen events that can occur before or during your trip.
Life Insurance
We will work with you to identify your needs and select the best insurance products that offer the greatest flexibility, protection and affordability.
Insurance can protect the financial security of yourself and the people you love by providing tax-free benefits. The amount and type of coverage you choose will depend on your circumstances and needs.
01
Critical Illness
Provides benefits to help reduce debt and other financial concerns when diagnosed with a specific illness.
02
Disability
Designed as an income-replacement tool when the insured becomes disabled or unable to earn an income.
03
Long Term Care
Helps cover part of the cost when substantial assistance from care-givers is required due to diminished physical or mental abilities.
04
Term Life
Affordable protection for a fixed period of time.
05
Whole Life
Permanent life protection that provides tax-free benefits.
06
Participating Life
Provides a combination of permanent life insurance protection, opportunity for tax-preferred cash value growth, and eligibility to receive policyholder dividends.
Group Plan
Group plans do not need to be complicated. We serve small and mid-size companies, ranging from 2 – 100+ employees, in customizing group plans that suit their needs:
01
Life Insurance for employees
02
Medical Benefits
03
Group RRSPs
Meet The Team
Principal
Alfred Poon, CFP, CIM, FMA
Alfred graduated from Simon Fraser University with a Bachelor’s degree in Economics and Psychology, and holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Financial Management Advisor (FMA) designations. He has also completed the Certificate in Advanced Investment Advice.
Alfred has extensive experience in the financial industry, having worked at CIBC, Vancity, The Mortgage Group, and Portfolio Strategies Corp. Alfred joined AssetPlus Financial Services Inc. in 2008 and is currently the principal of the company.
Manager, Insurance
Tina Ho, CFP, FMA
Tina graduated with a Bachelor of Science degree in Electrical Engineering from the University of Hawaii. She is a co-founder of AssetPlus Financial. Prior to founding AssetPlus in 2001, she was General Manager of Southeast Asia region for Philips Electronics. Tina obtained the Financial Management Advisor (FMA) designation in 2002 and the Certified Financial Planner (CFP) designation in 2003.