Paragon Financial Service

At Paragon Financial, we pride ourselves on being a team of experienced financial experts dedicated to providing personalized guidance and tailored solutions to individuals, families, and business owners in Vancouver and beyond. With a proven track record of over 30 years, our cornerstone of due care has been built on consistent professionalism, competence, and diligence. We take a disciplined approach to financial planning, taking into account all relevant aspects of your financial circumstances, to identify and analyze your unique situation.

Our team of experts is committed to trust and integrity, fostering long-standing client relationships built on mutual respect and uncompromised honesty in all our dealings. We understand that every individual has different financial goals, needs, and priorities, which is why we take the time to listen, understand, and develop a comprehensive plan tailored to your specific requirements.

Our Services

Our wealth management services are designed to help you create and preserve your wealth, ensuring you reach your financial goals. We offer a range of services, including retirement planning, tax planning, education planning, risk management, succession planning for business owners, charitable giving, and estate planning. Our goal is to help you navigate the complexities of financial planning, making informed decisions that align with your values and objectives.

In addition to our comprehensive financial planning services, we also offer specialized GIC rates and portfolio management solutions to help you maximize your returns and achieve financial security. Our team of experts is dedicated to finding the best GIC rates for you, managing your portfolio, and answering any financial questions you may have.

Our Philosophy

At Paragon Financial, we believe that financial planning is not just about managing your money; it's about achieving your goals, securing your future, and living the life you want. We take a holistic approach to financial planning, considering all aspects of your financial situation, to develop a personalized plan that aligns with your values, priorities, and objectives.