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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Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

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

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

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.

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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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