Financial Dream Solutions Inc.
Area(s) served: British Columbia and Alberta
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Custom financial planning
We are a thriving financial services company that provides a wide spectrum of insurance and investment services. Our goal is to deliver excellent service and appropriate solutions, given your needs, goals and dreams. Regardless of what stage in life you’re at, we can help you and your family for generations. We help Canadians achieve lifetime security through excellence in financial strategy and life goals achievement.
We also work with a network of professionals that includes accountants, mortgage brokers, lawyers, estate planners and group benefit providers. With Financial Dream Solutions Inc., you can be sure you’re getting high quality service to help you meet your needs and achieve your goals.
We work with:
- business owners,
- entrepreneurs,
- families,
- pre-retirees,
- retirees,
- high-net worth individuals and
- new Canadians.
When working together, we’ll start by setting up a meeting to discuss your needs and goals. We include health, wealth and lifestyle goals in our planning. From there, we’ll work to align your needs and goals, and then create a financial plan to achieve those goals. We then follow up one or two times per year to ensure you’re meeting your goals. If life changes have occurred that may change your financial roadmap, we’ll make any changes needed along the way.
We have offices in Kelowna, Osoyoos, Penticton and Merritt. We offer in-person appointments at our offices as well as virtual appointments throughout British Columbia and Alberta. Contact our team to set up your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
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
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
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