Solguard Financial

At Solguard Financial, our mission is to help our clients achieve their financial goals by providing personalized guidance and expert advice. With over 40 years of experience, our team of dedicated advisors has been faithfully serving the community by providing comprehensive financial solutions.

Our Advisors

Our advisors are highly qualified and experienced professionals who are committed to staying up-to-date on the latest financial trends and regulations. Our team members are proud to be affiliated with reputable organizations, including Advocis - The Financial Advisors Association of Canada, the Financial Planners Standards Council of Canada, and the Estate Planning Council of Vancouver.

Our Services

We offer a range of services designed to meet the unique financial needs of our clients. Our services include:

• Retirement Planning: We help our clients create a comprehensive retirement strategy that takes into account their income, expenses, and goals.
• Investment Management: Our advisors work closely with our clients to develop a personalized investment plan that aligns with their financial objectives and risk tolerance.
• Estate Planning: We assist our clients in preserving their wealth by creating a comprehensive estate plan that protects their assets and minimizes taxes.
• Tax Planning: Our experts help our clients minimize their tax liability by optimizing their tax strategy and ensuring compliance with tax laws.
• Insurance Needs Assessment: We evaluate our clients' insurance needs and recommend suitable insurance products to protect their assets and ensure financial security.

Expertise

Our team of advisors has a deep understanding of the financial industry and is committed to staying current on the latest developments. Our advisors are certified professionals with a range of designations, including CFP, CLU, ChFC, and CIM. With extensive experience in the financial services industry, our team has a proven track record of delivering exceptional results and exceeding our clients' expectations.

Client-Focused Approach

At Solguard Financial, we prioritize our clients' needs and goals, taking the time to understand their unique circumstances and goals. We believe in fostering long-term relationships built on trust, open communication, and a deep understanding of our clients' financial situations.

News and Updates

Stay up-to-date with the latest news and updates from Solguard Financial by visiting our website or following us on social media. Our blog features thoughtful insights and expert advice on a range of financial topics, as well as news and updates about our company and services.