Vancouver Financial Planning

At Vancouver Financial Planning Consultants Inc., we are a team of qualified, experienced, and objective professionals dedicated to providing comprehensive financial planning services to individuals, families, and businesses. We specialize in tailoring personalized solutions to meet the unique needs of our clients, ensuring they achieve financial security, peace of mind, and a sense of direction and control.

Our Mission

Our mission is to provide personalized, comprehensive financial planning services to our clients, simplifying and organizing their financial affairs, and enhancing the quality of their lives. We are committed to developing long-term relationships with our clients, their families, friends, and associates.

Our Standards

We maintain the highest ethical and professional standards in the profession, with several of our planners actively involved in setting standards for ethics and practice in the financial planning profession through organizations such as ADVOCIS, The Institute of Advanced Financial Planners, and their predecessor organizations, CAFP and CAIFA.

Our Services

We offer a range of financial planning and wealth management services, including investment management, income tax, insurance, estate planning, family trusts, and divorce financial planning. Our experienced team of certified financial planners, accountants, and estate practitioners work together to provide expert advice and guidance to our clients.

Our Expertise

Our team has expertise in all aspects of wealth management, including:

• Investment management
• Income tax planning
• Insurance planning
• Estate planning
• Family trusts
• Divorce financial planning

Our Values

At Vancouver Financial Planning Consultants Inc., we pride ourselves on building long-term relationships with our clients and their families. We prioritize our clients' interests, providing objective advice and guidance based on facts and detailed analysis. Our client-centric approach has earned us a reputation for excellence, with a client turnover rate of less than 1%.