OUR TRUSTED PARTNERS
At Milan Financial Group, we work with trusted, reputable partners to provide you with the right expertise.
ACCOUNTANT
Brock Norwich CPA, CMA
Connected Financial Solutions Ltd.
Chartered Professional Accountants
T: (604) 506-7617
VENTURE CAPITAL & PRIVATE EQUITY ADVISOR
David K. Wong
Managing Director
DK Wong & Associates
E: d.wong@dkwongassociates.com
T: (604) 828-6818
COMMERCIAL FINANCE
Phil Webb
Managing Director
Philmark Commercial Finance
T: (604) 597-7840
TAX & ESTATE PLANNING
Jonathan Osten CPA, CA
Incorporated Partner, PwC
T: (604) 495-8942
W: www.pwc.com
Jennifer Mohammed CLU, CHS, CSE
Estate Planning Advisor
JM Estate Advisory Services Inc.
PRIVATE WEALTH
For high net worth clients looking for true
active management and access to alternative investments, we have partnered with Connor Clark and Lunn.
T: (604) 891-2330
REALTORS
(Vancouver, Burnaby, New Westminster, North Vancouver)
Satinder Bhandari MSc, P.Eng
T: (604) 313-7989
(Vancouver – West Side, Richmond)
Henry So B.A. (Econ)
T: (604) 880-8727
(South Surrey, White Rock)
Evon Mayer
T: (604) 418-5786
(Vancouver, Burnaby)
Richmond Yu B.A. (Econ)
Multiple Realty Ltd.
T: (604) 710-1976
BOOKKEEPING SERVICE
Deborah R. Shearer, CPA, CGA
Certified QuickBooks ProAdvisor
DRP Consulting
T: (604) 309-6373
MORTGAGE BROKER/SPECIALIST
Matthew Chan CPA-CA, MBA, AMP
T: (604) 773-2775
FAMILY SERVICE CONSULTANT: FUNERAL AND CEMETERY
Colleen Bujak
Family Service Consultant
Dignity Memorial
E: colleen.bujak@dignitymemorial.com
T: (778) 549-6434
MANAGEMENT CONSULTING
Paul Cormier
Management Consultant
Cormier Strategy Advisors Inc.
T: (604) 739-6632
SMALL BUSINESS MARKETING
Rosanne So
Principal
Marketing Communications/
Multicultural Strategy
RS Solutions Marketing
E: rssolutionsmarketing@gmail.com
T: (778) 883-9065