Advantum Financial Solutions Ltd.
Job title: Be Healthy. Live Wealthy., BA Econ., CFP®, CLU®
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.
Our process
Meeting at base camp
When you work with us, the first step we’ll take together is learning about each other. We will meet to determine your immediate goals and long-term vision. We’ll also share our investment philosophy.
Prepare your trek
Once we understand your goals, we will review your current situation. We will determine the resources of your wealth and health. At this time, we may connect with other business professionals who may be able to help you.
Begin your journey
We will create a thorough financial plan that’s goal is to improve your wealth and health. We will review the categories and go over our recommendations with you. Then we’ll help you put the financial plan into action.
Continue your life expedition
Every financial plan should go through a periodic review. We will monitor all of your results and together, develop further wealth and health goals.
Plan with altitude
Welcome to Advantum Financial Solutions: Creating “Plans With Altitude” for Clients in White Rock, BC and beyond. Our expertise 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 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.
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.
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
Proud Sponsor
Advantum Financial Solutions Ltd. is honoured to provide support and sponsorship to the following:
Surrey Eagles BCHL Hockey Club
Peninsula Community Foundation
Beyond BCG Golf Tournament 2024
Stay informed
See more articles
FHSA: Tax-Free First Home Savings Account
Net worth calculator
Do you need life insurance if you’re wealthy?
Office information
