About Us
Over
Years Of Experience
Angel Ho, QAFP®, EPC
Founder, Best Care Financial Planning
Early Career
With roots in the financial world dating back to 1995, Angel began her career in banking and later advanced to major securities firms, where she was first involved in daily stock trading and participated in New Issues & IPOs. Subsequently, she partnered with senior portfolio managers, learning the importance of downside protection in portfolio management. She also mastered the foundational pillars of financial planning, Financial Management, Insurance and Risk Planning, Retirement Planning, Estate and Tax Planning.
From two to hundreds
After more than two decades of related experience, Angel founded Best Care Financial in 2016. Starting with just two clients, she has since grown her practice through referrals to serve hundreds of Canadians. Each financial planning case is tailored to each family’s needs and goals. Angel specializes in creating advanced strategies that not only support tax-smart retirement income but also facilitate the efficient transfer of wealth within families, minimizing taxes while increasing the overall net worth of her clients.
Elder Planning Counsellor (EPC)
Angel holds the Elder Planning Counsellor (EPC) designation also. This designation equips her to address the specific needs of mature Canadians and to educate young people to share their healthcare risk with the insurance companies in order to protect their retirement savings. The risk of getting critically ill is statistically high, and the survival rate is high as well, given advanced medical technology (BC Cancer Agency Statistics Online Dashboard), meaning any healthcare cost could be detrimental to one’s overall retirement savings. Early planning is, therefore, super crucial.
-
Financial Planner
-
Financial Advisor
-
Elder Planning Counselor
“Estate planning isn’t complete until you’ve explored the unique opportunities insurance contracts offer — they’re among the most powerful tax-saving tools your family can benefit from.”
– Angel Ho, QAFP® , EPC , Founder of Best Care Financial Planning
Our Extended Planning Team
While each of these professionals operates their own independent business, we collaborate closely as an integrated planning team. Whether it’s building financial plans, navigating healthcare coverage, or supporting aging clients with home care solutions, we work together to deliver well-rounded, client-centred advice with care, clarity, and coordination.
Ginny O'Leary, B.Sc. Comm., CHS, EPC, CLU
Living Benefits Specialist, Healthcare Financial Planning
Ginny brings warmth, professionalism, and deep care to every client interaction. With a strong background in financial services and a commitment to personalized guidance, she supports clients throughout the planning process to ensure they feel heard, informed, and empowered in every decision.
Marc Sherman, CFP®
Certified Financial Planner
Founder, The Plan Pros
Marc leads The Plan Pros, providing custom case design and financial modeling. With 15 years of experience and a background in plan quality review, he supports Best Care with advanced, personalized financial planning strategies.
Legal Professionals
We work closely with trusted legal professionals who specialize in estate planning, trust structures, and succession planning. As strategic partners, they help ensure wills, powers of attorney, and estate documents are properly structured and aligned with each client’s broader financial plan. Their expertise supports families, business owners, and executors in navigating complex legal considerations with clarity, precision, and long-term intent.
Solus Trust Company
Solus Trust is an independent trust company providing estate and trust administration services. Their experienced team supports executors, beneficiaries, and families in navigating estate complexities with compassion and precision. They bring a high standard of professionalism in managing sensitive matters such as wealth transfer, trust setup, and estate execution.
Matilda Yuen
Administrative Associate
Case Planning Support
Matilda is the Administrative Associate and Case Planning Support at Best Care Financial Planning, assisting both advisors and clients to ensure every process runs smoothly. Over the years, she has gained extensive experience in client service and office administration within the health and wellness field. Attentive, professional, and calm, she approaches every task with care and a friendly touch.
Yuko Abeyama, BSN, RN, MA, EPC
Registered Nurse
Director, Nikoniko Home Care
Yuko, a registered nurse and Elder Planning Counselor, founded Nikoniko Home Care to provide compassionate elderly support. Her services include in-home care, assisted living, dementia prevention, and wellness products.