Jee-Woon Jonathan Ha, BA, RIS - Financial Advisor

As I continue to share these kind testimonials, many people have asked me what I actually do.

The idea is simple. To craft a vision for yourself of how your money is supposed to serve you in your life and develop a strategy to achieve it.

It first starts with financial literacy to best understand your situation and the gaps that exist between where you are today to where you want to go.

Then, we will need to understand what tools are available to utilize them to optimize your current situation.

From there we can align your values with your plan as personal finances are very personal. No two plans should look alike.

The ex*****on is probably one of the biggest value adds. Ensuring it is done right the first time to avoid any potential headaches so you can focus on what you’re good at and sleep at night knowing your finances are well managed, well, that in summary is what I do.

Pretty cool update - I’m a contracted Financial Literacy Instructor! 👨‍🏫

I’m still running my practice of helping young professionals and business owners one-on-one, but for the past few weeks I have been teaching financial literacy at Essential Skills for Aboriginal Futures! This is an Indigenous training provider that empowers Indigenous people entering various professions.

Big shoutout to my mentors who have shaped me into who I am today and of course my running mate who is probably more excited for me than I am . They are absolutely the reason I’m in this privileged position.

I hope to continue to strive not for personal accolades in which you can gamify to accomplish, but to be a difference maker in my community that will create a lasting impact for generations. Stay tuned for more workshops to come🙌

Life update‼️I've recently joined an incredible team at Financial Literacy Counsel! 🎊 We are a boutique financial planning and education company, winners of the 2020 IFSE Financial Literacy Champions 🥇and one of the top producing firms in the nation 🇨🇦❕

We serve a wide range of communities, including UBC School of Medicine 🧑‍⚕️, Sauder 📊, various high schools 🏫, Canada Sports Institute 🏋️‍♀️, CPA Accountants 🧾, Vancouver Coastal Health 🩻, Fraser Health🏥, Resident Doctors of BC ⚕️, Vancouver, Richmond, North Shore Division of Family Practice, and several church and faith-based organizations🛐.

If you're a part of any of these communities, keep an eye 👀 out for our financial literacy workshops - I may just be presenting! 😎