We work to enhance the quality of our clients’ lives by helping them simplify and organize their financial affairs.
Successful Canadians need diversified financial plans that work for them. This could include family trusts, offshore banking and investment needs or non resident planning.
Ken Labron, B.Sc, CFP, R.F.P.
Financial Planning is about setting and meeting goals. We apply our knowledge, expertise and experience to help our clients develop and accomplish their particular goals.
Daisy Mak, B.A., CFP
We help to simplify our clients financial lives so they can focus on what really matters to them. We are committed to bringing integrity, dedication and personalized service to all of our clients. For more information on Daisy, visit her personal website.
Financial Planning should be a decision to find out how to balance your means with today’s lifestyle and tomorrow’s goals.
James Waring, CFP, CPA, CMA, MBA
Vancouver Financial Planning ensures a high level of personalized service by developing and maintaining financial plans that fit your specific needs.
Laurie Winters, B.A., CFP
Laurie is one of the founders of VFPC and has been consulting for more than 40 years with an emphasis on strategy for both individuals and businesses. He also specializes in foreign investment and non-resident planning.
Michael Winters, CFP, TEP
My goal is to build a long-term relationship that helps you achieve financial independence, navigating you through both challenges and opportunities as they arise throughout life.