We guide you on your journey.

Established financial solutions built on strong relationships.

Holistic Financial Planning

Tailored Investment Management

Integrated Insurance Planning

A part of your story.

Dedicated to serving your unique needs.

BC Financial Solutions Wealth & Estate Planning is a privately-owned, comprehensive financial advisory firm based in the Lower Mainland.

What sets us apart

Our core values

At BC Financial Solutions Wealth and Estate Planning, we take pride in every relationship we develop. Our values drive our business and set us apart from the rest.

Relationships

we care for each other, our clients, and the communities we do business in – and the bonds we build are lifelong. .

Strive

Strive

We’re committed to providing excellent results, and we take pride in our work.

Healthy Roots

Healthy roots

We believe that with a solid financial foundation, anything is possible.

Unique

We recognize that everyone’s financial goals are different; together with our clients and a team of professional experts, we work to provide intimate financial planning to each and every client.

Trust

Trust

We aim to earn the right to each client’s business by providing unbiased advice. Above all else, our clients are our first priority – that’s why we aren’t associated with a large parent company.

New to this?

We welcome new clients and are happy to discuss how our firm has become a trusted advisor in achieving financial goals and dreams.

Whether you are starting a new family, preparing for retirement, or running a business, we will work with you to build a customized financial security plan that best fits your needs. After completing a customized security plan, we’ll continue to develop strategies and manage your investments, estates, and more.

Additionally, our integrated planning process will manage your risk and bring your goals within reach.

Want to learn more? Call us today for your free, no obligation financial planning session. 604.576.0060

Who we are

Meet the advisors.

Andrew Crampton

Financial Planner

Thomas Menzies

Financial Planner

Jordan Ferdinands

Financial Planner

Daniel K. MacDonald

Financial Planner

Richard Cushnie

Financial Advisor

Ian Hunter

Financial Security Advisor

Nadir Jaffer

Financial Planner

Jackie Gale

Financial Planner

Shaun Muc

Financial Advisor

Let us guide you

 

Call us today for your free, no obligation financial planning session.