Advantum Financial Solutions Ltd.

Job title: Financial Planner, Sun Life, 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. 
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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 craft a comprehensive financial strategy aimed at enhancing your wealth and well-being. We will assess various categories and discuss our suggestions with you. Finally we will assist you in implementing the financial plan.

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. 

Plans 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.

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.

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Net worth calculator

Net worth calculator

What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.