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

03/15/2024

✨MEET YOUR INSTRUCTOR✨

Personal finances are one of those very important, but not so urgent things we often procrastinate on. ⏱️

But what if a few simple adjustments to your plan saved you thousands on taxes, simplified budgeting processes, and helped elevate your investments? 📈

That’s exactly what I hope to accomplish as I share the most helpful pointers to kickstarting your journey to millionaire status 💰💰💰

Link in my bio to register!

📤 share with a friend!

03/09/2024

💸FREE IN PERSON/ONLINE FINANCE WORKSHOP💸

On March 23rd, 2024 I will be speaking on the following:
- Budgeting 🧮
- Investing 📈
- Tax reduction 🤑
- Wills and inheritance planning 👨‍👩‍👧‍👦
- Managing potential risks ⛑️
- And much more!

We have over 15 sponsors and $1,000+ worth of giveaways! For every person you invite who attends, you will be entered into a raffle to WIN some big prizes! 🎉🎉🎉

Simply DM me the name of the attendee and I will put your name in the raffle!!!

01/17/2024

Who is Financial Literacy Counsel❔

We are a boutique financial planning and education company moving people financially forward ⏩.

Some associations we had the pleasure to work with:
- UBC School of Medicine 👩‍⚕️
- UBC Professional MBA 📥
- Vancouver Coastal Health 🏥
- Fraser Health 🩻
- Resident Doctors of BC 🩺
- Canadian Sports Institute 🏐
- Various churches ⛪️
- UBC Economic Student Society📈

Stay tuned for a number of workshops coming to your employer soon! We specialize in healthcare and would love to do a session for your office as well :)

01/05/2024

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.

01/03/2024

09/08/2023

What an honour it has been working with you! You will certainly meet success face to face and serve your community in the most meaningful ways. 🩺

07/27/2023

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🙌

07/20/2023

Wow, I am so humbled to be asked to join this panel of Advisors! This school was something I hoped to be a part of later in my career but it looks like this happened sooner than expected.

More importantly, I want to give a shout-out to my brother who WON A SCHOLARSHIP to attend this school. Thrilled to be a part of your journey. Road trip baby!! 🛣️🚙

06/27/2023

I got interviewed for the Globe and Mail!

With the many workshops and fast paced schedule, I often forget to celebrate the little wins. I hope you’re all able to take a moment today to acknowledge the efforts and sacrifices you’ve made this year so far no matter how big or small it may be!

Massive shoutout to and my mentors who are the entire reason I’m in the position I am in today.

Read the full article here: https://www.theglobeandmail.com/investing/personal-finance/household-finances/article-canadian-gen-zs-more-likely-to-invest-than-peers-in-us-china-survey/

05/02/2023

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! 😎

02/23/2023

Some kind reviews of our workshop this past week!

02/21/2023

With so much misinformation on investing, it’s hard to know what data to trust.

and I recently had a blast sharing ideas based off Nobel Prize winning studies on investing!

The recording link is in the comments, DM if you have any questions!