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
I'm here to help you with your health and wealth needs. Browse through my offerings to learn more about how I can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to me if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articlesCertain terms and conditions may apply. Contact me for more information.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Office information
