Proud Sponsor
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
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Watch video
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
With the rising cost of living, have you had to take on a second job or side hustle? It might be time to create a financial roadmap so your can understand your spending habits and start working towards you goals. Let’s work together to help make your money go further.
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Been declined before? Sun Life's Term Insurance for Diabetes is different. We understand your unique needs and offer a higher chance of approval. Apply now to enter the $5,000 monthly giveaway and get the coverage you deserve. #DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
*Certain terms and conditions apply. Contact me for more information.
Been declined before? Sun Life's Term Insurance for Diabetes is different. We understand your unique needs and offer a higher chance of approval. Apply now to enter the $5,000 monthly giveaway and get the coverage you deserve. #DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
*Certain terms and conditions apply. Contact me for more information.
Think again! Sun Life's Term Insurance for Diabetes offers a higher chance of approval compared to conventional life insurance and affordable premiums. Don't miss your chance to win $5,000 in the monthly contest. Contact me to apply and learn how Sun Life is changing insurance for people living with diabetes.
#FinancialSecurity #DiabetesSupport
*Certain terms and conditions apply.
#FinancialSecurity #DiabetesSupport
*Certain terms and conditions apply.
Think again! Sun Life's Term Insurance for Diabetes offers a higher chance of approval compared to conventional life insurance and affordable premiums. Don't miss your chance to win $5,000 in the monthly contest. Contact me to apply and learn how Sun Life is changing insurance for people living with diabetes.
#FinancialSecurity #DiabetesSupport
*Certain terms and conditions apply.
#FinancialSecurity #DiabetesSupport
*Certain terms and conditions apply.
Enter the Diabetes Protect to Win Contest! Here's how:
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
Enter the Diabetes Protect to Win Contest! Here's how:
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
🍁 Happy Canada Day! 🍁
Today, we celebrate the values that make our country strong - community, resilience, and looking ahead with confidence. At Advantum Financial, we're proud to support Canadian families, businesses, and futures every day of the year. Wishing you a safe and joyful Canada Day from all of us!
#canadaday #proudlycanadian #financialwellness #advantumfinancial #sunlife
Today, we celebrate the values that make our country strong - community, resilience, and looking ahead with confidence. At Advantum Financial, we're proud to support Canadian families, businesses, and futures every day of the year. Wishing you a safe and joyful Canada Day from all of us!
#canadaday #proudlycanadian #financialwellness #advantumfinancial #sunlife
🍁 Happy Canada Day! 🍁
Today, we celebrate the values that make our country strong - community, resilience, and looking ahead with confidence. At Advantum Financial, we're proud to support Canadian families, businesses, and futures every day of the year. Wishing you a safe and joyful Canada Day from all of us!
#canadaday #proudlycanadian #financialwellness #advantumfinancial #sunlife
Today, we celebrate the values that make our country strong - community, resilience, and looking ahead with confidence. At Advantum Financial, we're proud to support Canadian families, businesses, and futures every day of the year. Wishing you a safe and joyful Canada Day from all of us!
#canadaday #proudlycanadian #financialwellness #advantumfinancial #sunlife
Happy Father's Day!
Today we celebrate the strength, wisdom and guidance of dads, grandpa, and father figures everywhere. Thank you for all the big and small ways you support your families and communities.
Wishing you a day filled with appreciation, laughter, and maybe a well-deserved nap!
#fathersday #thankyoudads #familyfirst
Today we celebrate the strength, wisdom and guidance of dads, grandpa, and father figures everywhere. Thank you for all the big and small ways you support your families and communities.
Wishing you a day filled with appreciation, laughter, and maybe a well-deserved nap!
#fathersday #thankyoudads #familyfirst
Happy Father's Day!
Today we celebrate the strength, wisdom and guidance of dads, grandpa, and father figures everywhere. Thank you for all the big and small ways you support your families and communities.
Wishing you a day filled with appreciation, laughter, and maybe a well-deserved nap!
#fathersday #thankyoudads #familyfirst
Today we celebrate the strength, wisdom and guidance of dads, grandpa, and father figures everywhere. Thank you for all the big and small ways you support your families and communities.
Wishing you a day filled with appreciation, laughter, and maybe a well-deserved nap!
#fathersday #thankyoudads #familyfirst
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.
Watch video
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.
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.