SOHON Financial isn't your typical financial services firm
We are here to disturb the status quo.
Our goal is to serve Canadians who have felt underserved by the big banks and other financial institutions.
With more than 15 years of combined experience in the financial services industry, SOHON Financial's team of financial advisors is a one-stop shop for all your financial needs. Because we work with several of Canada's leading financial institutions and insurers, SOHON advisors can remain 100% unbiased and independent in their recommendations. Our financial advisors work with clients using a needs-analysis platform and are committed to offering professional, unbiased solutions.
We have various solutions to help you meet your needs.
We offer needs-based solutions for life, critical illness, disability, and private health and dental insurance. No two people are alike. It is our mandate to work with our clients to find them the best insurance solutions based on their needs and budget.
Thanks to our partnership with Groupe Orbis, we offer in-house mortgage solutions to our clients. With access to over 15+ lenders, we are just a phone call away for your pre-approval, renewal, refinancing, and commercial mortgage needs.
Our firm focuses on medium to long term investment planning. Whether you are looking for advice regarding your TFSA, RRSP, RESP, LIRA, or non-registered account, we meet with our clients regularly in order to help them achieve their financial goals.
Whether via Zoom, a phone call, or in person, your advisor will meet with you for an initial discovery call. The goal of the discovery call is to gather information, find out your pain points and objectives, and schedule a follow-up appointment to discuss your situation.
Analyze and plan
Your advisor will gather your information, analyze your situation using a needs analysis, and draft a plan with recommendations.
Your advisor will present their recommendations to you, based on your goals and your situation.
After-service follow-ups are scheduled based on the client's needs and are minimum once per year.
I recommend Lin with glowing regard because she's not only knowledgeable, but also one of the rare ones in the financial sector that truly cares.
They helped my partner and I go through incorporation process for our business, and we also had reviews of our personal finances. Amazing experience overall, and we will continued to be serviced by them.
As a woman, working with another woman financial advisor was essential and I'm happy I found Lin!