Parker Financial Services Inc.

Languages spoken: English

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Your lifetime financial security is our business

At Parker Financial we’re committed to providing you with an unrivaled experience. Our team is dedicated to building relationships that expand beyond your investments and providing you with personalized strategies. We offer a wide range of services coupled with a first-class Client experience.

 

Service and value offerings in:


  • Financial management
  • Portfolio management
  • Investment tax strategies
  • Risk management
  • Retirement planning
  • Life planning
  • Legacy planning
  • Client experience

 

We enjoy working with Clients on Vancouver Island and the Lower Mainland. We also work with Clients from Alberta, virtually. Together, we’ll decide on a suitable schedule that fits your plans. Contact our office to book your appointment.

 

Keeping pace with your needs

Life comes with many stages and many changes, the same is true with your financial plan. We are dedicated to keeping up to date and working with you through periodic reviews to ensure your plan is staying on track and delivering maximum value to you and your family. 

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out 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, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.