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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Check out these tips to help your retirement savings go farther:

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

Let’s chat and explore your options. Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher

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*Certain terms and conditions apply.

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*Certain terms and conditions apply. Contact me for more information. 

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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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