Vocari 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.

Vocari Financial Solutions Inc.

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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Let's work together

At Vocari Financial Solutions, we have found our life's vocation in helping provide others with secure and dependable solutions.

Our company began over 25 years ago. Since then, we have upheld the values of honour, integrity and the simple desire to make a difference in people's lives. Through our journey, we found our life's work in providing financial strategies that help protect and preserve your wealth.

Our team works hard behind the scenes, creating strategic investment and insurance plans, as well as group solutions. Our focus is to always be approachable and dependable. Most of all, our goal is to be your trusted support on your journey to financial security.

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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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.

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.

Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.

Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.

Reach out to discuss your options and set up an insurance plan that helps meet your needs.

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Office information

Squamish, BC

Phone:

(604) 898-6697

Email:

vocari.financial@sunlife.com

Address:

105-40775 Tantalus Road,, Squamish, BC, V8B 0N2 Canada

Office hours:

Monday: 8:30 a.m. - 4:30 p.m.

Tuesday: 8:30 a.m. - 4:30 p.m.

Wednesday: 8:30 p.m. - 4:30 p.m.

Thursday: 8:30 a.m. - 4:30 p.m.

Friday: 8:30 a.m. - 4:30 p.m.

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