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Advantum Financial Solutions Ltd. is honoured to provide support and sponsorship to the following:
BCHL Surrey Eagles Hockey Club
Peninsula Community Foundation
Beyond BCG 2024 Golf Tournament
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Today we celebrate the the women who balance it all - from family to finances, careers to care. Your strength, resilience and love inspire us every day. Whether you're a mom, stepmom, grandma, or mother figure - thank you for everything you do. You are appreciated more than words can say.
#thankyoumom #thankyoumum #mothersday
#thankyoumom #thankyoumum #mothersday
Today we celebrate the the women who balance it all - from family to finances, careers to care. Your strength, resilience and love inspire us every day. Whether you're a mom, stepmom, grandma, or mother figure - thank you for everything you do. You are appreciated more than words can say.
#thankyoumom #thankyoumum #mothersday
#thankyoumom #thankyoumum #mothersday
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
The team at Advantum has the appropriate tools and resources to design a strategic financial plan to guide you to realize your vision. Like any successful business owner or professional knows, vision provides clarity. If you don’t yet have a vision for life, let’s create one! As a team, we dedicate ourselves to defining your wealth. We want to help you achieve a balance of health and wealth in your life. Whether you are local to White Rock, or live throughout the province of British Columbia, we’re ready to help you along your journey.
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.
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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Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
‘Good sign’: Economist says housing affordability improved last year, will continue in 2025
Economist says housing affordability improved last year, will continue in 2025
How much money do you need to have generational wealth?
"How much money do you need to have generational wealth?
Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs."
Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs."
Why Most People Are Saving For Retirement Wrong—And How To Fix It
Here are six reasons why most people are saving for retirement wrong and how you can avoid making the same mistakes.
20 High Protein Egg-Free Breakfast Ideas To Try
Starting your day with a high-protein breakfast, ideally 20-30 grams, helps keep you full, supports muscle health, and gives you lasting energy. If you're skipping eggs, there are still plenty of delicious ways to get your protein fix, like tofu, Greek yogurt, and cottage cheese. You can also boost your meal with easy add-ins like protein powder, nuts, and seeds.
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
We know women's health and wealth are deeply connected. Today on International Women’s Day, and every day, we’re recognizing the importance of physical and financial well-being for women.
#WomenInFocus #IWD2025 #AccelerateAction
#WomenInFocus #IWD2025 #AccelerateAction
We know women's health and wealth are deeply connected. Today on International Women’s Day, and every day, we’re recognizing the importance of physical and financial well-being for women.
#WomenInFocus #IWD2025 #AccelerateAction
#WomenInFocus #IWD2025 #AccelerateAction
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
Navigate the Terrain
Reaching the summit is just the beginning—staying on course is the key to lasting success. Step 5 of the SUMMIT Process ensures your financial plan adapts as life changes while celebrating milestones along the way.
Your financial journey is ongoing. We’re here to help you navigate the twists and turns so you can enjoy the view at every stage.
What’s one financial milestone you’re proud of? Let us know.
#FinancialJourney #SummitSuccess #PlanForTheFuture
Reaching the summit is just the beginning—staying on course is the key to lasting success. Step 5 of the SUMMIT Process ensures your financial plan adapts as life changes while celebrating milestones along the way.
Your financial journey is ongoing. We’re here to help you navigate the twists and turns so you can enjoy the view at every stage.
What’s one financial milestone you’re proud of? Let us know.
#FinancialJourney #SummitSuccess #PlanForTheFuture
Navigate the Terrain
Reaching the summit is just the beginning—staying on course is the key to lasting success. Step 5 of the SUMMIT Process ensures your financial plan adapts as life changes while celebrating milestones along the way.
Your financial journey is ongoing. We’re here to help you navigate the twists and turns so you can enjoy the view at every stage.
What’s one financial milestone you’re proud of? Let us know.
#FinancialJourney #SummitSuccess #PlanForTheFuture
Reaching the summit is just the beginning—staying on course is the key to lasting success. Step 5 of the SUMMIT Process ensures your financial plan adapts as life changes while celebrating milestones along the way.
Your financial journey is ongoing. We’re here to help you navigate the twists and turns so you can enjoy the view at every stage.
What’s one financial milestone you’re proud of? Let us know.
#FinancialJourney #SummitSuccess #PlanForTheFuture
Reach New Heights
Step 4 of the SUMMIT Process is all about execution. A great plan requires precision and collaboration. We work alongside your legal, tax, and financial professionals to ensure everything is working together for long-term success.
The summit isn't reached in one day, but with the right team, every step brings you closer.
What’s one financial goal you’d love to achieve? Share in the comments.
#FinancialSuccess #LegacyPlanning #SUMMITProcess
Step 4 of the SUMMIT Process is all about execution. A great plan requires precision and collaboration. We work alongside your legal, tax, and financial professionals to ensure everything is working together for long-term success.
The summit isn't reached in one day, but with the right team, every step brings you closer.
What’s one financial goal you’d love to achieve? Share in the comments.
#FinancialSuccess #LegacyPlanning #SUMMITProcess
Reach New Heights
Step 4 of the SUMMIT Process is all about execution. A great plan requires precision and collaboration. We work alongside your legal, tax, and financial professionals to ensure everything is working together for long-term success.
The summit isn't reached in one day, but with the right team, every step brings you closer.
What’s one financial goal you’d love to achieve? Share in the comments.
#FinancialSuccess #LegacyPlanning #SUMMITProcess
Step 4 of the SUMMIT Process is all about execution. A great plan requires precision and collaboration. We work alongside your legal, tax, and financial professionals to ensure everything is working together for long-term success.
The summit isn't reached in one day, but with the right team, every step brings you closer.
What’s one financial goal you’d love to achieve? Share in the comments.
#FinancialSuccess #LegacyPlanning #SUMMITProcess
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.