Stephen Welscher Financial Solutions Inc.

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

Trustworthy advice you can count on

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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.

For individuals

Let’s establish goals, reach goals and protect what matters most to you - together.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

All accounts, plans and products

As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
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What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
Wills, Care And Tough Talks: A Mother’s Day Financial Planning Guide

Wills, Care And Tough Talks: A Mother’s Day Financial Planning Guide

Discover how to support your mom in planning for the future with practical advice on estate, legal, and care decisions.

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