Our Clients
We’ll help you build a personalized financial strategy that considers your immediate needs and your long-term goals and dreams.
Business Owners
Business owners are faced with a unique set of financial challenges deserving specialized knowledge, attention, and care.
- Buy Insurance to help cover outstanding business loans or mortgages if you pass away or suffer from disability or critical illness
- Purchase a health and dental insurance plan
- Consider group insurance options for your employees
Professionals
Whether you are a lawyer, accountant, architect or professional athlete, you need a trusted advisor to help you navigate the intricate maze of financial planning that is specific to high-income professionals.
- Investment and Wealth Accumulation Plan
- Portfolio Management
- Advanced Insurance Strategies
- Tax Planning
Affluent Families
We help carefully craft today’s affluent families wealth strategy, designing a plan and process that’s right for you. Providing for your children's present and future needs, from education to recreation and everything in between does not happen by chance.
- Focus for HNW families on utilizing tax strategies and insurance products
- Ensure the wealth is efficiently passed on to family members
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Hayer & Associates is a boutique financial planning firm serving professionals, businesses owners, and affluent families in Vancouver, British Columbia. We help families and professionals to build and protect wealth through comprehensive financial planning. We also help business owners to transfer their business interests in a smooth and tax-efficient manner by providing inclusive business succession and continuation planning.
Our Mission
Provide Peace of Mind
Build the Right Strategy
Help Avoid the Big Mistake
Maximize Tax Planning Opportunities
Plan for the Expected, and the Unexpected
Create Good Inheritors
Our Team
We've got a top notch team!
Richard Chen
Wealth Consultant
precise investment solutions consulting for clients with decades of experience in finance.
Timothy Ho
Private Wealth
Customized solution for high net worth clients with asset. Tim carries decades of experience in finance.
Sanju Sukul
Wealth & Tax
Decades of extensive experience in wealth, estate and tax planning; holds CPA, CA, TEP, CFP.
Steve Fooks
Estate & Corporate
Estate Planning and Corporate insurance planning. Steve began his career since 1993.
Ashely Latham
Individual & Families
Customized insurance & living benefits solutions to Individuals, families and business executives.
Rina Popat
Group Benefits Consultant
Design group benefits and executive compensation plan solution for business owners and executives
Wenjia Li
Marketing Management
Social media marketing, business development, and event organization in tech & investment sectors
Michele Ouellette
Operation Management
Administration and client servicing Guru and take pride in helping clients and fulfill their requests.
