Business Details
Trusted Financial Planning Services in North Vancouver
Soper Financial is a family-owned financial services firm founded on principles of trust, quality, and integrity. With over two decades of experience in financial planning, insurance, and investment products, we specialize in creating personalized strategies to help clients achieve their short- and long-term financial goals. Our approach combines Barry Soper's extensive background in real estate and financial advising with a commitment to ongoing education and client-centered service. We prioritize transparency, offering clear advice and tailored solutions that adapt to evolving life circumstances. Our clients benefit from a goal-based methodology that emphasizes actionable planning, debt management, and legacy building. By leveraging partnerships with major Canadian insurance providers, we deliver cost-effective products and commission-based services that provide value without hidden fees.Recognized for our expertise in health insurance, estate planning, and retirement strategies, we serve British Columbia residents with a focus on individualized care. Our dedication to client relationships, evidenced by testimonials highlighting Barry's professionalism and problem-solving skills, ensures clients feel supported throughout their financial journey. We are committed to empowering clients with tools like our interactive Financial House framework to build security for life. Through decades of combined experience and industry certifications, Soper Financial remains a trusted partner in navigating complex financial landscapes.
Services
Financial Planning
Life Insurance
Health Insurance
Investment Products
Estate Planning
Retirement Strategies
Mortgage Protection
Segregated Funds
Highlights and features
- We offer 25+ years of experience in financial and real estate sectors.
- Our team includes a Certified Financial Planner with specialized designations.
- We provide commission-based services that reduce client costs.
- Our goal-based approach adapts to changing life circumstances.
- We maintain partnerships with major Canadian insurance providers.
Associations and certifications
- Insurance Council of BC
What people say
Genuine interest in clients
25+ years of experience
Commission-based cost savings
Tailored financial strategies
Problem-solving expertise
Services
Financial Planning
We develop personalized financial plans that address retirement goals, debt management, and wealth preservation. Our approach combines risk assessment with investment strategies tailored to individual circumstances. Clients receive ongoing support to adapt plans as life circumstances evolve.
Life Insurance
We offer comprehensive life insurance solutions through major Canadian providers. Our services include policy selection, coverage optimization, and estate planning integration. Clients benefit from competitive rates and customized protection strategies for family security.
Investment Products
We provide access to diversified investment products that align with client risk profiles and financial goals. Our offerings include segregated funds and retirement-focused portfolios designed for long-term growth and tax efficiency.
Estate Planning
We create comprehensive estate plans that ensure asset distribution according to client wishes. Our services include will preparation guidance, tax minimization strategies, and intergenerational wealth transfer planning using insurance products.
Health Insurance
We specialize in health insurance solutions that protect against medical expenses and income loss. Our offerings include critical illness coverage and disability insurance tailored to individual health needs and financial circumstances.
People
Barry Soper
Certified Financial Planner
With 25+ years in finance and real estate, Barry holds multiple certifications including CFP and Certified Health Insurance Specialist. He combines athletic coaching experience with financial expertise to create personalized client strategies.
Questions
What financial services does Soper Financial offer?
We provide financial planning, life and health insurance, investment products, estate planning, and retirement strategies tailored to individual needs.
How does Soper Financial charge for services?
Financial planning advice is billed hourly, while most services are commission-based through insurance providers, reducing direct client costs.
What areas does Soper Financial serve?
We specialize in serving residents of British Columbia with localized financial solutions and regulatory compliance.
What makes Barry Soper unique as a financial advisor?
His 25+ years in finance, combined with real estate experience and specialized certifications, enable comprehensive, personalized financial strategies.
How does Soper Financial handle estate planning?
We create customized estate plans that address asset distribution, tax reduction, and legacy preservation through Canadian insurance products.
