Black Bear Financial Solutions Inc.
Job title: It all starts with great advice
Area(s) served: British Columbia and Ontario
Let’s secure your legacy
Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.
Holistic financial planning
Whether you are running a business, protecting your family, or are preparing for retirement, we can help. We’re committed to providing you with a financial plan that incorporates both your wealth and health needs. At the end of the day, we want you to feel confident in your future.
When we begin working together, my team and I take the time to gather the information we need to get your full financial picture. Then, we’ll meet to discuss what is important to you outside of the financial realm. We use that discussion to work together to develop a plan that addresses your specific goals. Together we’ll monitor your plan’s success and make necessary changes throughout the years of our relationship.
Our office is in Pitt Meadows, British Columbia. We offer virtual and in-person appointments for Clients throughout British Columbia and Ontario. Contact our office to book your appointment or click the link on this page to book online.
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.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Family centric
Protecting your family and setting them up for success – that's what it’s all about.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Stay informed
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Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
#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.