Business Details
Your Trusted Financial Partner in Vancouver
Rethink Financial was founded on the principle of continuous improvement, aiming to help individuals and small businesses achieve their financial potential through risk protection and sound investment strategies. With over 20 years of experience in the financial services industry, our team of experts provides personalized financial planning, insurance solutions, and investment advisory services tailored to each client's unique needs. We prioritize understanding our clients' goals, dreams, and current financial situations to create customized strategies that optimize outcomes. Our approach combines the Kaizen philosophy of continuous improvement with rational financial projections to ensure long-term security and growth. We specialize in life and health insurance, group benefits consulting, retirement planning, and investment portfolio management, working with reputable Canadian insurance providers to deliver reliable solutions.Our commitment to transparency, client education, and ongoing support ensures clients make informed decisions about their financial future. Led by President Michael Giligson, a certified financial planner with extensive industry experience, we focus on building trust through expertise and ethical stewardship. Whether you're an individual seeking family protection or a business owner needing cost-effective benefits plans, we provide actionable guidance to navigate complex financial landscapes. Our services extend to travel insurance, critical illness coverage, and self-funded health arrangements, addressing diverse client needs. At Rethink Financial, we believe financial security requires periodic re-evaluation to adapt to life and global changes, ensuring our clients' plans remain aligned with their evolving goals.
Services
Life Insurance
Retirement Planning
Group Benefits Consulting
Critical Illness Insurance
Investment Portfolio Management
Travel Insurance
Health and Dental Insurance
Disability Insurance
Business Consulting
Estate Planning
Highlights and features
- We offer 20+ years of experience in financial services with certified professionals.
- Our personalized approach focuses on your unique financial goals and needs.
- We provide comprehensive solutions spanning insurance, investments, and retirement planning.
- We apply the Kaizen principle of continuous improvement to financial strategies.
- We partner with top Canadian insurance providers for reliable coverage options.
Associations and certifications
- CFP
- CLU
- RHU
- GBA
Services
Life Insurance
Life insurance provides immediate financial support upon the policyholder's death, covering debts, income replacement, and estate taxes. We help clients choose between term, whole, and universal life policies to match their protection needs and budget. Our advisors ensure coverage aligns with long-term financial goals.
Retirement Planning
Our retirement planning services create sustainable income streams tailored to your timeline and risk tolerance. We analyze current assets, project future needs, and implement tax-efficient withdrawal strategies to ensure financial security throughout retirement while adapting to changing life circumstances.
Group Benefits Consulting
We design customized group benefit plans for businesses, including health, dental, disability, and critical illness coverage. Our solutions balance employee satisfaction with cost containment, offering flexible options that attract talent and support workforce well-being through partnerships with leading insurers.
Investment Portfolio Management
Our investment services focus on risk-appropriate portfolio construction using diversified funds and assets. We assess client risk profiles, monitor market trends, and adjust strategies to maximize returns while maintaining comfort levels, ensuring investments align with long-term financial objectives.
Critical Illness Insurance
Critical illness coverage provides lump-sum payments for conditions like cancer or heart disease, covering medical expenses and income loss. We help clients select policies with appropriate coverage amounts and terms to bridge gaps between disability benefits and life insurance protections.
People
Michael Giligson
Lead Planner & President
Michael Giligson, a Certified Financial Planner with 20+ years of experience, specializes in helping individuals and businesses optimize financial strategies. He holds advanced designations including Chartered Life Underwriter and Group Benefits Associate.
Questions
What financial services does Rethink Financial offer?
We provide life insurance, retirement planning, investment management, group benefits consulting, critical illness coverage, and travel insurance tailored to individual and business needs.
How does Rethink Financial approach financial planning?
We use the Kaizen principle of continuous improvement, combining client goals with rational projections to create adaptable, long-term financial strategies.
Do you work with small businesses?
Yes, we help small businesses design cost-effective group benefit plans and implement financial strategies for business continuity and employee retention.
What makes Rethink Financial different from other advisors?
Our focus on continuous improvement, personalized service, and partnerships with top Canadian insurers ensures clients receive innovative, reliable solutions.
Can I get help with existing insurance policies?
Yes, we review existing policies to identify better rates or coverage options based on current market conditions and your evolving needs.
