Rise Above Finance

Bridging the gap of faith and finance. We are financial planners integrating biblical values into financial planning. Book a free consultation today!

https://www.riseabovefinance.com/free-call At Rise Above Finance, we understand that financial planning can be overwhelming. That's why we’re here to walk with you through every step of the way. Think of us as the family doctor for your finances. We look at the whole picture, diagnose problems and opportunities, create a personalized plan, and when necessary, refer you to specialists for further h

06/15/2024

New series of workshop up! This time we are partnering with to host our foundation course - Stewardship 101. Over 5 sessions, we will go over the theological components of biblical finance but also how that is applied in practical life. Join us and walk away with clarity & confidence in integrating faith and personal finances!
5 sessions
Jul 3rd, 17th, Aug 7th, 21st, Sep 4th
7:30-9:30pm
4722 Fraser St, Vancouver, BC
Register here:
https://forms.gle/zLykzxBHs4jxAJrP7

05/29/2024

We're hosting a special panel event next week at Vancouver Startup Week! Our very own CEO Enoch Weng will be sharing the stage with some of his trailblazer friends:

✨ Arjan Mundy @ EveryDayDreamers

Since being featured on the BCBusiness 30-under-30 list, Arjan continues to be a major force in the digital marketing scene and has since started a second webdev company to add to the madness. He's also a deep philosopher and so the conversation might get.... spicy.

✨ Annika Ng @ Blossom Social

Annika and her team have recently raised over $2M in a seed round, and over the past few years have seen exponential growth on their platform. She's a force to be reckoned with!

💡So what's this topic all about?

Starting a business is often fueled by a mix of ambition, passion, and a clear goal. But what happens when you achieve that goal? How do you define what success looks like, and how do you stay true to your vision along the way?

🚀Join us for an insightful panel discussion where we will explore the journeys of successful entrepreneurs and their end goals. Whether your goal is financial independence, making a positive impact, or creating something truly exceptional, our panelists will share their stories and strategies for achieving their dreams.

📅 Date: Thursday, June 6 at 3PM

More details available at vanstartupweek.ca/schedule

👉 Get your tickets now at vanstartupweek.ca/tickets

You can use our Rise Above Finance promo code "VSWxRise20" to get 20% off your tickets!

Hope to see you there!

04/02/2024

Parents of special needs children often concern over the kid’s future when they pass away. Therefore, estate planning is extremely important. Our advisor Jonathan Lo and legal partner Solomon Chiu are here to share the basics of where to begin - from wills, POA, trust, insurance to financial planning.

This workshop will be held in Cantonese & Mandarin, in partnership with CCM Vancouver Centre 中信溫哥華中心. If you wish for a future workshop in English, DM us and let us know!

#線上免費講座
《特殊需要孩子家庭的遺產規劃》
特殊需要孩子的父母最擔心的事情之一就是憂心孩子的未來。因此,遺產規劃非常重要。然而,沒有一種遺產規劃能適合每個家庭。這次講座,希望提供更多信息,以便家長能夠在專業顧問的幫助下, 預早定下適合自己家庭的目標。
我們將討論 - 什麼是信託、授權書、代表協議、遺囑、等等的信息。
歡迎報名參加: https://forms.office.com/r/nzr0TBDbc4

04/01/2024

At my recent financial planning sessions, I've noticed my clients are overly stressed and often anxious given the state of the Canadian economy. So I asked myself, how can I make it easier on them?

I'm proud to announce that I've found the purrfect solution.

Introducing Puppy Financial Therapy!

Are financial worries leaving you feeling ruff? Welcome to Rise Above Finance's innovative Puppy Financial Therapy, where adorable therapy puppies help you fetch financial wellness and peace of mind.

Experience the power of puppy love combined with financial therapy. Our sessions offer stress relief, emotional support, and practical financial guidance—all with a paw-sitive twist!

During our sessions, you'll enjoy one-on-one time with our therapy puppies while discussing your financial goals and challenges. Our trained professionals will guide you through exercises to improve money management skills and promote emotional well-being.

Meet our therapy team! From Penny the Penny-Saving Pug to Bailey the Budget Beagle, our furry friends are here to lend an ear (and a paw) as you navigate your financial journey.

Don't just take our word for it—hear from our satisfied clients!

"I never knew financial therapy could be this fun!" says Mark. "Usually when I look at my finances I end up crying, so it was nice to cry into soft puppy fur this time"

Ready to wag your way to financial wellness? Contact us today to schedule your Puppy Financial Therapy Session. Spaces are limited, so don't miss out on this tail-wagging opportunity!

Don't let financial stress hold you back. Join us for a session of puppy love and financial empowerment. Let's fetch financial wellness together!

04/01/2024

Happy Easter from Rise Above Finance! Celebrating the resurrection of Jesus Christ and the hope it brings. May your day be filled with joy, renewal, and blessings. 🌷

03/17/2024

🌟
Everything about finance that realtors & the self-employed will encounter! Join us for a lunch workshop as we answer common questions, including:
​-When to incorporate (or PREC)?
-​Pros & Cons of Corporation VS. Self-Employed
-​How to manage personal & business expenses?
-​How to improve expense tracking & budgeting for tax efficiencies?
​-How to plan for retirement without pension or RRSP matching?
-​How to manage fluctuating income while protecting your families & business?
-​Investment strategies within the corporation
💼
For more details and registration:
https://lu.ma/d241vjmg

03/11/2024

🎤ANNOUCING OUR 2ND SPEAKER…
🌟
Lately we’ve been receiving so many questions about budgeting! Here’s a workshop to empower you with all the tools & strategies to gain clarity of how to take control of your monthly cashflow!
📆WHEN
Due to the huge number of requests, we’ve prepared two date selections for you:
March 14th (Thur) - In-Person
March 18th (Mon) - Online
💼 REGISTRATION
Link in bio.

03/06/2024

Risk management is a key topic we walk our clients through for any service we provide. Without a proper back up plan, anything we build is just like a tower built on sand. What if an emergency like death, injury, illness or job loss occurs? Do you have a back up plan in place?

03/03/2024

🌟
Lately we’ve been receiving so many questions about budgeting! Here’s a workshop to empower you with all the tools & strategies to gain clarity of where your money is going every month.
📆WHEN
Due to the huge number of requests, we’ve prepared two date selections for you:
March 14th (Thur) - In-Person
March 18th (Mon) - Online
💼 REGISTRATION
https://lu.ma/w9ax3b0l (March 14th)
https://lu.ma/2q5hkbsr (March 18th)

Photos from Rise Above Finance's post 03/02/2024

Today our team had a very insightful and meaningful time at BAM Conference!
Business As Mission is the core foundation of Rise Above Finance. We believe work and business are all a direct reflection of the image of God. Our consultation and services are built to help accomplish a flourishing humanity.
Meet our key partners today:
Bloom Accounting Services - Business Accounting
Solomon Chiu - Legal Counsel

03/01/2024

Do you have questions about optimizing your business? Do you ever wonder if there are alternatives to business structure or taxes? We are here to help.
DM us for a free consultation today.

02/28/2024

02/27/2024

Inflation is high and our cash flow is tighter than ever before. How do we save effectively and how much?
DM us today for a free consultation.

02/21/2024

Indeed, everything belongs to the Lord, including our finances. Have you been consulting Him in your financial decisions?

02/19/2024

Happy Family Day from the Rise Above fam!

Navigating The Path To Financial Wellness: 6 Practical Steps Of A Good Steward 02/16/2024

Guess what?

Rise Above got ourselves a blog! We will continue to share reflections and stories about a lifestyle of stewardship.

For our first post, we have our very own Jonathan Lo giving 6 practical steps checking on your financial wellness in 2024.

Do sign up for a free “Financial Health Checklist” by the end of the post.

https://www.riseabovefinance.com/post/6-practical-steps-of-good-steward

Navigating The Path To Financial Wellness: 6 Practical Steps Of A Good Steward Welcome to the first blog post of Rise Above Finance! We are here to share tips, stories and reflections of the financial stewardship journey. Becoming a good steward of your financial wellness is a journey filled with opportunities for growth, responsibility, and impact. It's more than about managi...

02/15/2024

Do you have insurance, or pondering if you need insurance? We’re here to walk you through this intimidating yet very effective and useful financial tool.
DM us today to book a free consultation.

09/03/2022

𝐖𝐞'𝐫𝐞 𝐬𝐨 𝐞𝐱𝐜𝐢𝐭𝐞𝐝 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮 𝐭𝐡𝐞 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐥𝐚𝐮𝐧𝐜𝐡 𝐨𝐟 𝐨𝐮𝐫 𝐧𝐞𝐰 𝐜𝐨𝐮𝐫𝐬𝐞: 𝐓𝐡𝐞 𝐒𝐭𝐞𝐰𝐚𝐫𝐝𝐬𝐡𝐢𝐩 𝐏𝐫𝐢𝐧𝐜𝐢𝐩𝐥𝐞𝐬!

As we've helped hundreds of people apply biblical principles to their finances over the years, we have seen amazing transformations in their lives. We have seen people live more joyously, generously, and most of all, excited to live out God's calling on their lives.

We created this intro course to share with you all of our learnings and expertise to help kickstart your own stewardship journey!

𝐓𝐡𝐞𝐫𝐞 𝐚𝐫𝐞 𝐨𝐧𝐥𝐲 𝟏𝟎 𝐬𝐩𝐨𝐭𝐬 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 - 𝐬𝐚𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭 𝐛𝐞𝐟𝐨𝐫𝐞 𝐢𝐭 𝐟𝐢𝐥𝐥𝐬 𝐮𝐩!

Register here: https://www.riseabovefinance.com/stewardship-principles

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