Stephen Welscher Financial Solutions Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Stephen Welscher Financial Solutions Inc.

Area(s) served: North Vancouver, West Vancouver, Vancouver

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.

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How we work together

At Stephen Welscher Financial Solutions Inc., we work with self-employed professionals, business owners and retirees. We’re here to help you build and protect your wealth. When working together, you’ll notice we listen and strive to understand your situation. From there, we can formulate solutions that will help you reach your goals.

We are fluent in English and German and offer our services in either language. With our office located in Vancouver, British Columbia, we’re happy to serve Clients in North Vancouver, West Vancouver and Vancouver. Contact our office to book your appointment.

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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Stay informed

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🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

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.

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There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️

Let's chat about making your family's future as bright as your little one's smile. 😊

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Office information

Vancouver, British Columbia

Phone:

(604) 683-6905 x247

Email:

stephen.welscher@sunlife.com

Fax:

( 604) 683-3596

Address:

1508 West Broadway, Suite 701, Vancouver, BC, V6J 1W8 Canada

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