Larina Bouwman
Area(s) served: Port Coquitlam, Coquitlam, Port Moody, Squamish, Whistler, Pemberton
Lets Work Together
We work with families and business owners who want to strengthen their financial future while keeping life's bigger picture in focus. Our goal is to help take the stress out of money decisions and replace it with clarity, peace of mind and actionable strategies that support both your business and your family.
From creating tax-efficient plans, to setting up group benefits and more, we provide practical solutions that meet you where you are.
Our approach is clear, efficient and educational, helping to empower you to make informed choices with ease. Together we'll build strategies that protect today, plan for tomorrow and help allow you to thrive in business and in life.
Our office is in Port Coquitlam, British Columbia, but we work remotely and serve various areas throughout BC, including Coquitlam, Port Moody, Squamish, Whistler and Pemberton.
Let's work together
I work with families to help them get serious about money. My goal is to reduce the stress you feel when you think about your finances and replace that with confidence about your dreams and efforts. Whether you are opening your first investment account or protecting your family and estate I can help you throughout all life stages. I’ll work with you in an efficient and clear way that gives you actionable next steps to help reach your financial goals. I take an educational approach that empowers you to take responsibility for your finances.
My office is in Port Coquitlam, British Columbia. I serve Clients in the tri-cities area of Port Coquitlam, Coquitlam and Port Moody. Contact my office to get started.
Giving Back
Community is at the heart of everything that we do. My team and I believe that giving back is just as important as the work we do in the office. Whether it volunteering our time, supporting local organizations or showing up at community events, we’re proud to contribute to the places where we live and work.
Here are a few of the causes and groups we are proud to support:
Products and services
Business owners
Life insurance products
Mortgage protection insurance
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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.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada