Advantum Financial Solutions Ltd.
Languages spoken: English
Area(s) served: White Rock, British Columbia
Let’s work together
Whether you’re starting a new venture or looking for ways to grow your business, we can help provide holistic strategies to meet your needs. We’ll help you protect yourself, your partners, employees and your family by:
- Discovering the right mix of insurance and investment strategies that meet your goals
- Identifying risk management solutions and tax strategies, so you can run your business with peace of mind knowing it is secure
- Understanding your needs of today, while building for the future and planning for succession.
Plans with Altitude
Welcome to Advantum Financial Solutions: Creating “Plans With Altitude” for Clients in White Rock, BC and beyond. Our experience is guiding business owners and professionals like you with solid financial advice so you and your families can enjoy life to the fullest. At Advantum Financial Solutions we believe that financial planning has a different meaning for everyone. That is why we created a customized process call the Altitude that helps you experience a higher level of balance between wealth and health. When we build a financial plan, we consider these two integral parts. Our experience and informed intuition help us guide Clients to develop a clear, organized financial plan. Let us help you reduce stress and achieve your objectives.
Guiding affluent business owners and professionals with sophisticated wealth planning.
The SUMMIT Process is outlined below:
1. Assess your base camp
Understand your unique story and goals, while considering your family values, community impact and legacy aspirations.
2. Mapping the ascent
Define clear, actionable financial goals, review the complex implications of your diverse assets and plan for a lasting legacy.
3. Start the climb
Develop a customized, comprehensive financial plan that prioritizes your family's health, protection, and security.
4. Reach new heights
Execute the financial plan with precision while coordinating seamlessly with legal, tax, and other professionals on your team.
5. Navigate the terrain
Ensure the plan stays on track and adapts to changes while celebrating the pinnacles along your life journey.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
All accounts, plans and products
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
Beliefs with Altitude
Beliefs are the foundation that shape every aspect of our business and the way we assist Clients.
We believe in:
Defining what wealth means to you.
Wealth is personal and multifaceted, extending beyond finances to include family, legacy, and community. We customize our recommendations to align with your values.
Reducing worry by building your confidence.
You’ve built your wealth through hard work and dedication. We help you balance financial security and personal fulfillment. Focus on what you can control, while we confidently manage and help protect what you can't.
Protecting what matters most to you.
Gain perspective and see how each element of your plan is interconnected to help you reach new heights. Having a clear plan will empower you to make informed, confident decisions.
Forming a trusted partnership with you.
Trust is critical for a successful advisor-Client relationship. We work together to help maximize your diverse and intricate investments.
Crafting sophisticated plans you can benefit from.
We understand what it takes to win. We want to help you reach your goals. With our experience and robust financial planning, you can continue to grow, inspire and lead.
Stay informed
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The SUMMIT Process is outlined below:
1. Assess your base camp
Understand your unique story and goals, while considering your family values, community impact and legacy aspirations.
2. Mapping the ascent
Define clear, actionable financial goals, review the complex implications of your diverse assets and plan for a lasting legacy.
3. Start the climb
Develop a customized, comprehensive financial plan that prioritizes your family's health, protection, and security.
4. Reach new heights
Execute the financial plan with precision while coordinating seamlessly with legal, tax, and other professionals on your team.
5. Navigate the terrain
Ensure the plan stays on track and adapts to changes while celebrating the pinnacles along your life journey.
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