It’s not just about service when we manage our clients’ affairs, it’s a whole process. Our approach is stress-free, family-focused, confidence building, and client centric. Listed below are 3 main reasons why you, your family, and your business can benefit from our strategic financial planning services:
1. Our Holistic Approach
You inherited a lump sum from your Aunt; should you invest it, pay down your mortgage, buy a park bench, secure health insurance or plan for your estate? You may expect the typical answer, "invest it"; however, your financial goals and plans for the future may see the funds being put to better use for you. With our experience from the banking and financial services industry, we look at the whole picture. With holistic planning, you have peace of mind that your mortgage, debt, shareholder loan, RRSP, pension, health insurance, and leveraged loan are all working in tandem to accomplish your goals.
2. We are Brokers
No time to shop around for the best value and rate? We make it easy by shopping the market for you to ensure that the products we suggest offer you the best value.
3. Generational Service
You have worked hard to build your wealth and want your children to inherit your strong financial habits. As our name suggests, we have designed our business with the whole Family Tree in mind.
Our Approach
Using our 50+ years of experience and a comprehensive approach, we are passionate about providing financial advice. We use a conservative approach to help you live comfortably today and protect your legacy for the future.
Testimonials
Charissa and Lloyd are approachable, professional, timely, and share vast industry knowledge.
I appreciate their experience during frequent portfolio updates and recommendations for customized results.
Beth from Burnaby
Great experience signing up with them! The policies were easy to understand and their rates were very reasonable. My agent was super friendly & understanding in terms of my decision making; I felt really welcomed to the Family Tree Financial family.
Sanaa from South Surrey
Excellent service and support from Charissa. She never missed a follow-up, was always very patient and helpful, and was very diligent in keeping me posted with the status of our work together.
Gerry from Vancouver Island