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.

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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Stay informed

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Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/stephen.welscher/

📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher

Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher

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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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