We have all heard the old adage: “wealth equals freedom”
But wealth also presents challenges. Making the right decisions is critical to protecting and enhancing your wealth. Navigating those challenges require planning, and that's where the Sana Family Office can help you.
We help answer those critical questions such as:
Sana Family Office works closely with you to understand your unique needs, concerns and priorities. We listen to your goals and aspirations. Then, we create a plan to help you feel confident in your financial future, and we'll walk with you every step of the way.
Interested in learning more about our services? We invite you to do a short prospective client questionnaire so that we can learn more about your unique concerns.
Midway through 2013, I was notified that I had been nominated as a candidate for this award. The recipients of this award represent less than 2% of the Wealth Managers in the Vancouver area.
Thank you to my clients and peers that recommended me for the 2013 Five Star award, I am honoured to receive this prestigious client satisfaction award. I was even published in the December issue of Business in Vancouver and Vancouver Magazine!
Since they do not tell me who nominated me, I would love to hear if you were a part of the research process so I can personally thank you!