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
Health insurance products
Life insurance products
Mortgage protection insurance
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Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF