Studies and research continue to show that Canadians who work closely with a Certified Financial Planner are saving more, paying less in taxes, and building greater wealth compared to those who are not working with an advisor.
Most busy professionals and business owners simply do not have the time, knowledge, or resources to make fully informed financial and insurance related decisions for their future. This is where our team at WealthSense Financial Group can assist. We will educate, advise, and help you implement a financial plan to maximize your potential. As your situation changes, we will continue to monitor and update your financial planning to ensure you remain on track.
Our comprehensive financial planning process will take into account all aspects of your financial situation and insurance needs to ensure you are making smart decisions to build, maximize and secure your lifetime wealth.
Our investment philosophy is conservative. Our goal is to help you maximize your wealth accumulation while taking the lowest level of risk needed. We incorporate fundamental and time-proven investment planning principles to maximize your return, while reducing risk and minimizing taxes throughout your lifetime.
Risk management is a critical part of financial planning and is necessary to secure your wealth and protect your family and business. Our detailed financial planning process will allow us to identify any risks or gaps in your situation so that we can provide you with solutions to ensure all of your bases are covered.
In order to protect your business, you need to protect your employees. We can assist you in implementing and managing a health and dental benefit plan for your business. A group employee benefit plan will help you attract and retain the best available employees and team members for your business.
"The investable assets of advised investors were found to be four times greater than those of non-advised investors." - IFIC, The value of advice: report, 2011
Suite 310 – 1650 West 2nd Ave Vancouver, BC V6J 1H4
PO BOX 1392 Squamish, BC V8B 0A9