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SATORI WEALTH 

Life is complicated enough, your financial planning shouldn’t be

About Us

Niyaz Kasymjanov is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). Based out of Vancouver, BC, he serves clients across across Canada (including Quebec) providing fee-only financial planning advice to his clients.


Niyaz does not sell or manage investments, or any other financial products. With over 15 years of financial services experiences, his sole purpose is unbiased, objective financial, tax and investment planning advice.

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ABOUT US

OUR SERVICES

1. Cashflow & Debt

Properly managing your cash flow and debt is critical to financial stability.

We can create customized strategies, identifying areas for cost savings, and developing debt payoff strategies to help achieve their financial goals, whether you are looking to purchase a new home, pay off credit card debt, or start a business. 

Good debt management can lower the amount of interest you pay, and may ensure you have credit when you need it.

2. Investing

Goal setting, asset allocation, investment manager & strategy selection, designing a personalized, tax-efficient portfolio helping you grow your assets faster, including real estate.

Evaluate and secure individual investment products that best fit your situation and personal risk tolerance.

A confident investment strategy can help you get that house, the education your child deserves, and retirement you’ve dreamt of.

3. Retirement

Determining how much you’ll need to retire comfortably and examining all retirement income sources. 

Coordinating CPP/QPP, OAS, Pensions, and Investments to fund your retirement goals seamlessly. 

 

Examining the most tax-efficient ways to withdraw from all retirement income sources to help ensure your money lasts. 

Timing of contributions and withdrawals from your pension & other retirement savings plans and guide you on ways to minimize taxes while building a steady stream of income for your golden years.

4. Insurance

Developing a comprehensive risk management plan that includes strategies such as insurance coverage, asset allocation, diversification, and contingency planning to help protect you from financial losses due to unforeseen events such as job loss, divorce, disability, illness, or death. 

 

Periodic revision and adjustment of the risk management plan to ensure that it remains appropriate and effective over time.

5. Estate & Tax 

Explore strategies to increase the value of your assets – for your benefit and for your beneficiaries.

Establish tax-efficient plans for the future of your estate and ensure your assets and loved ones are cared for according to your wishes. 

Estimate the tax liability on your holdings and estate and reduce your tax bill while maximizing your income by creating a yearly tax reduction strategy.

Review your will and business documents such as shareholder agreements.

PRICING

With Satori Wealth, there are product sales, no commissions, no hidden fees. The fee-only pricing model ensures that there is no bias in any advice that you receive. You can feel confident that the advice you’re getting is in your own, and only your own, best interest. 

Your pricing will be based on the complexity of your personal situation, and not on the amount of assets you happen to have or not have. You are never locked into a long-term contract. We will review your situation and estimate the time we expect to spend on your plan.  Expect the range to be from $1,800-$3,500 for most individual plans. 

Hourly Rate Services: Clients can engage our services on an hourly basis for specific needs, such as investment advice, retirement plan review, tax planning, estate planning, or any other financial planning aspect they require assistance with. The hourly rate for these services is $200/hour.​

This way, clients have the flexibility to select one of the predefined packages or tailor their engagement based on their specific needs by opting for hourly services.

Testimonials

TESTIMONIALS

"Niyaz's personal touch is exactly what I needed. I am extremely satisfied with the level of professionalism and expertise that he brings to the table. His advice has helped me to make smart investments and secure my financial future. I feel I have a Professional Partner, one who is there to walk me through financial decisions in a way I can understand and be happy with for years to come.

Leni P, Insurance Advisor

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