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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In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.