Contact Us: 604-617-4662

 

A cornerstone of Wealth Management is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

It must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal and highlight those financial products that best fit it. A custom-tailored plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

Stephen brings over 17 years of industry experience in financial services, having worked with the big banks as well as credit unions before opening his own private practice in 2017.

​From the very beginning of his time with the banks, he already felt a strong calling to help people with their finances. This drove the way he related to both clients and colleagues, earning him recognition such as Bank of Montreal’s Best of the Best Award for his excellent customer service and work ethic in his first year with the institution.

​He took this vocation and used it to propel and pursue his passion for helping people achieve their financial goals. In March 2022, he earned his Qualified Associate Financial Planner (QAFP) designation.

​In between client meetings, he enjoys spending time with his wife and three young children. He also takes an active part in volunteering for his local church and community, and offers free workshops throughout the Lower Mainland in an effort to increase financial literacy, especially with the younger generation.

Get in Touch with Stephen today!
Call: 604 617 4662
Email: slitam@litamwealth.com

 

Ferdinand Milan has been passionately pursuing his calling as a financial advisor for over a decade. He often says he has “the greatest job in the world.” Every day he has the pleasure of helping his clients gain greater clarity with the financial management of their present and future. 

In 1997, Ferd began his career in finance by earning his accounting designation as a CPA, CGA (Chartered Professional Accountant, Certified General Accountant). After spending 8 years in the accounting and business analysis field, and developing his finance and analytical skills with the Workers Compensation Board and TELUS Communications, Ferd followed an interest in the investment industry, beginning his financial advisory business and attaining his Certified Financial Planner designation.

With Ferd’s focus on planning and long-term disciplined investing, he has built a rewarding and successful client-centred business.

Ferd, his wife Jeinny, and daughter Jayden, enjoy living in the quaint community of Steveston Village in Richmond, BC. They can often be seen strolling along the dike or sipping coffee at one of the local cafés. Ferd enjoys attending his local church, playing golf, exploring the outdoors, supporting numerous charitable organizations and watching his daughter flourish and grow.

Get in Touch with Ferd today!
Call: 778 888 3373
Email: ferd@milanfinancialgroup.com

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