Attention BC Residents!
Is Your Retirement Plan on Track?
Take the first steps towards a confident financial future by booking a FREE financial health checkup with us. Watch the video below to learn more:
It starts with an introduction:
Ready to gain confidence in your retirement plan?
We’re an independent, family-run practice located in White Rock, BC. At Visionvest Financial, we're dedicated to helping you achieve financial peace of mind for retirement.
It starts with a complimentary Financial Health Checkup, where we take the time to understand your situation and discuss your goals, concerns, and current financial picture. You'll leave with greater clarity regarding your finances and insight on potential opportunities, all with zero obligation to continue.
Did you know that readers of the Peace Arch News have repeatedly voted us as the best financial advisor on the White Rock & South Surrey Peninsula?
If you’re unsure about your retirement timeline, how long your savings will last, or want a real plan for your future, this is your opportunity to get clarity.
Don’t wait - take control of your financial future now.
Did you know that readers of the Peace Arch News have repeatedly voted us as the best financial advisor on the White Rock & South Surrey Peninsula?
Did you know that readers of the Peace Arch News have repeatedly voted us as the best financial advisor on the White Rock & South Surrey Peninsula?
Why Choose Us?
Voted best financial advisors in White Rock & South Surrey
5-star Google rating from your neighbours
Truly independent, unbiased advice - always in your best interest
We're looking forward to chatting with you!
Wait, so the financial health checkup is free? What's the catch?
Yes, our financial health checkup is 100% free, with no obligation! The 'catch' is that we will be doing only a quick analysis of your financial health - rather than an in-depth & complete financial plan. We find that oftentimes clients wish to engage us for more after getting a taste of our services, but to reiterate - there is absolutely no obligation to do so.
Do you have an investment minimum for your full service financial planning?
Sort of - it's complicated! We want to remain accessible, so we have chosen not to implement a hard investment minimum. That being said, with smaller sized accounts we have a hard time generating enough revenue to maintain the high level of service that our clients deserve. With that in mind, we have implemented a 'soft' investment minimum of $50K. Under that threshold, we require two things:
A commitment to invest at least $500 per month with us for the foreseeable future.
A recognition that the financial planning will be limited in scope until assets cross our minimum threshold.
If that's unclear, feel free to engage us for the free financial health checkup and we'd be happy to clarify and answer any questions you have!
Don't financial advisors cost a lot?
It's true that hiring a financial advisor is not the all-time cheapest way to invest. But did you know that people who hire an advisor accumulate significantly more in assets than their non-advised counterparts? Up to 290% more over 15 years in fact - that's 3.9 TIMES as much money!
So we're biased, but we believe the stats back up our assertation that most people should work with an advisor. For more info, check out this quick article or this compilation of research on the value of advice.
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