Bentley Wealth Management Group - Financial Planning

Financial Planning

A financial plan is about more than just saving and investing. It provides a comprehensive road map for both you and us as your advisor to navigate short, medium and long-term financial goals and lifestyle objectives.

A financial plan provides peace of mind.

We offer all of our clients a complimentary financial in one of two forms. When necessary, our Financial Planning Specialist will meet with you to assist with the development of your plan. The financial planning process includes time for both a discovery meeting as well as a meeting to present your plan to you.

The financial plan is a detailed report that outlines a long-term household cash flow statement and a long-term net worth statement. It will also outline planning strategies and recommendations based on your own stated objectives and goals.

Jung-Hee Kim, MBA, M.Tax, TEP, CFP

Financial Planning Specialist, RBC Family Office Services

Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working
in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.

Prior to joining RBC, Jung-Hee worked at a leading international public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) Canada and holds a Certified Financial Planner (CFP) designation from the Financial Planning Standards Council (FPSC).

Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.