Members

Bily Xiao

Richmond
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Bily Xiao

Member Bio

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Mobius Planning provides comprehensive financial planning and wealth management to clients across Canada. We work especially with those who have a heart to give and make a difference in the world—to steward and maximize their wealth so they can live well and give generously. Specializing in retirement planning for age 55+ and tax optimizations for business owners.

Specializations

Executive Compensation
Financial Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

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Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

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