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We are a group of
qualified, experienced and objective professionals, who provide a range
of services designed to meet our clients' needs. Our
team members work independently but share resources and expertise
among the group. Our financial planners can provide you with mutual
fund investments through Assante Financial Management Ltd. Our planners
are also licensed for insurance products with FPC Insurance Consultants
Inc.
We are the best
in our business for a number of reasons:
- Our
Clients' Interests First: Our advice and actions are based on
our clients' interests first and then, on facts and detailed analysis.
Most of our services are provided on a fee-for-service basis. back
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- Qualifications:
Our financial planners and support staff have the qualifications and
professional designations that are necessary to understand our clients'
needs, wishes and feelings about sensitive financial matters. All
of our planners have or are working towards attaining the Certified Financial Planner (CFP) designation.
In addition, many of our planners have the distinguished Registered
Financial Planner (R.F.P.) designation. back
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- Experience:
Vancouver Financial Planning Consultants Inc. has been in operation
since 1985 and several of our senior planners have over twenty years
of experience. In addition to our own expertise, we access specialists
or support service providers whenever the need arises and facilitate
appropriate referrals to other professionals that meet our own standards.
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- Client
Satisfaction: We pride ourselves on building long term relationships
with our clients and their families. Our planners provide intergenerational
financial and estate planning. We are proud of the fact that we have
grown through word-of-mouth referrals and the recommendations of our
own clients. Our client turnover is less than 1%. back
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- Ethics
and Standards: We are committed to maintaining the highest ethical
and professional standards in the industry. Our planners have been
active in ADVOCIS, The Institute of Advanced Financial Planners, and their predecessor organizations, CAFP and CAIFA in setting standards for ethics and practice in the financial planning profession.
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- Professional
Contributions: A number of our planners have served as provincial and national board members of ADVOCIS (The Financial Advisors Association of Canada) and its predecessors. Several of our planners were also instrumental in the development and implementaion of the curriculum for the British Columbia Institute of Technology financial planning program.back to top
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