We are a group of qualified, experienced and objective professionals, who provide a range of services designed to meet our clients’ needs. Our planners work independently but share resources and expertise among the group.
Our business is built on customizing solutions for clients and providing them with:
Security and peace of mind
A sense of direction and control
Method and organization
Objective advice in difficult situations
A plan to meet goals and objectives
Vancouver Financial Planning is committed to providing our clients with personalized, comprehensive financial planning services. Our planners and staff work to enhance the quality of our clients’ lives by helping them simplify and organize their financial affairs. Our objective is to develop long-term relationships with our clients, their families, friends and associates.
We are committed to maintaining the highest ethical and professional standards in the profession. Several of our planners have been active in ADVOCIS, The Institute of Advanced Financial Planners, and their predecessor organizations, CAFP and CAIFA in setting standards for ethics and practice in the financial planning profession.
Individuals and families who are concerned about their financial futures
Companies and professional firms that want to provide financial planning services to their executives, partners, and staff
Individuals preparing to move into or out of Canada
Clients’ Interests First
Our advice and actions are based on our clients’ interests combined with facts and detailed analysis. Most of our services are provided on a fee-for-service basis.
We pride ourselves on building long-term relationships with our clients and their families. Our planners provide intergenerational financial and estate planning. We are proud of the fact that we have grown through client referrals and recommendations. Our client turnover is less than 1%.
Our financial planners and support staff have the qualifications and professional designations necessary to understand our clients’ needs, wishes and feelings about sensitive financial matters. Many of our planners have attained one or more of the following designations:
Certified Financial Planner (CFP)
Registered Financial Planner (R.F.P.)
Chartered Professional Accountant (CPA)
Certified Management Accountant (CMA)
Trust & Estate Practitioner (TEP)
Elder Planning Counselor (EPC)
Certified Executor Advisor (CEA)
Vancouver Financial Planning Consultants Inc. has been in operation since 1985 and several of our senior planners have over twenty years of experience. In addition to our own expertise, we also access specialists or support service providers whenever necessary to facilitate appropriate referrals to other professionals that meet our own standards.
Vancouver Financial Planning Consultants has a history of serving on the provincial and national board of ADVOCIS (The Financial Advisors Association of Canada) and its predecessors. We were also instrumental in the development and implementation of the curriculum for the British Columbia Institute of Technology’s Financial Planning program. Our planners regularly receive requests from media organizations to give their professional opinions on many financial matters.