Advantum Financial Solutions Ltd.
Job title: Be Healthy. Live Wealthy.
Languages spoken: English
Area(s) served: White Rock, British Columbia
Trustworthy advice you can count on
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.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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.
Stay informed
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Office information
