Build. Protect. Grow.
Financial strategies designed around your life, your business and your goals — so you can protect what you've built and work toward what's next.
Our Approach
Financial planning that goes beyond a product
Your financial life is connected. Income, investments, taxes, insurance, business, retirement and family goals can all affect each other — we help you look at the bigger picture and identify strategies that fit your situation.
What We Do
Solutions designed around your goals
Whether you're running an incorporated business or planning for your family, we build strategies that fit your circumstances.
Business Owner Solutions
Turn your corporation's financial resources into a more strategic wealth-building plan.
- Retained earnings strategies
- Corporate investment planning
- Tax-efficient wealth strategies
- Corporate life insurance
- Business protection
- Retirement and succession planning
Personal Financial Planning
Build a stronger financial foundation for yourself and your family.
- Life insurance
- Critical illness protection
- Retirement planning
- TFSA & RRSP strategies
- Education planning
- Investment solutions
- Wealth preservation
Our Clients
Who we help
Business Owners
Doctors, dentists, realtors, IT professionals, entrepreneurs and incorporated professionals looking for strategies to structure and grow their wealth.
Professionals & Families
People looking for a clear plan to protect their income, build wealth and prepare for the future.
Young Professionals
Professionals who want to make smart financial decisions early and build a strong financial foundation.
How We Work
Your financial strategy starts with a conversation
You don't need to have everything figured out before you meet with us. Our first step is simply understanding where you are today and where you want to go.
Understand
We learn about your current financial situation, priorities and goals.
Identify
We identify opportunities, gaps and areas that may deserve attention.
Strategize
We discuss potential financial, investment, insurance and tax-efficient strategies.
Implement
If you decide to move forward, we help you put the appropriate strategies in place and review them over time.
Why Us
Helping you make more informed financial decisions
At Vancouver Financial Services, the goal isn't simply to sell you a financial product. It's to help you understand your options and make informed decisions based on your individual circumstances. With more than 8 years in financial services and clients across Canada, we work with individuals, families and business owners to develop practical financial strategies.
For Business Owners
Have a corporation with retained earnings?
If your corporation consistently generates more money than you need personally, there may be strategic ways to use those retained earnings as part of your long-term financial plan.
Strategies are dependent on your individual circumstances and should be reviewed with your qualified tax and legal professionals where appropriate.
Ready to take the next step?
Your financial strategy starts with a conversation
Book a complimentary 30-minute Discovery Call to discuss your financial goals, current situation and potential opportunities.
No obligation. No pressure. Just a conversation to understand where you are and where you want to go.