Follow-Up Consultation

Schedule Your Follow-Up

Continue the conversation from where we left off. Book a follow-up session to explore your questions in more detail.

This session builds on your initial discussion and focuses on your specific questions.

  •    30–45 minute review session
  •    Personalized discussion based on your situation
  •    Strategy considerations explained in plain language
  •    Educational guidance to support understanding

Personal advice requires a licensed consultation. This booking is for an initial educational discussion.

Your Advisor

RITA CHEN

+12365182621

201-4695 Hasting St, Burnaby BC V5C2K6

I’m a proud mom of two amazing kids. With a background as a corporate accountant, I’ve always been passionate about helping people find clarity and confidence in their financial lives. Today, I focus on empowering individuals to grow—not just financially, but personally, professionally, and spiritually. I work with entrepreneurs and everyday families to provide practical tools and guidance that help them take control of their finances, build sustainable businesses, and create a future on their own terms. I believe everyone deserves access to financial education and the opportunity to design a life they love—one with freedom, purpose, and direction.

Financial education for Canadian families and professionals.

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This content is provided for general educational purposes only. It is not intended to provide legal, tax, investment, or individualized financial advice. Laws and practices may vary by province and are subject to change. Any examples are illustrative only and may not reflect your situation. Individual circumstances vary and suitability depends on the individual. Consider consulting qualified licensed professionals regarding your specific situation.