Guarantee the retirement lifestyle of your dreams
Guarantee the retirement lifestyle of your dreams
You deserve to retire on your terms. Whether you’re at the start of your career or already retired, we can help you develop a retirement plan that meets your future needs.
VANCOUVER’S LEADING FINANCIAL PLANNER
Retire the way you want with the support of an expert
Why is retirement planning important?
Nothing is more frightening than outliving your resources. Define a winning tax strategy, continue your legacy of charitable giving, and lower your stress levels by partnering with a certified financial planner that can help you plan the retirement you want.
What can we do to help?
Many of our clients have the same questions. What will retirement look like? Are they saving enough? How much income can they safely withdraw from their portfolio? We’re here to answer those questions and give you clarity where you need it most.
Understanding your goals
What do you envision for your future? If you’re approaching retirement, we can help you make the most of the next 25 years or more.
Assessing your current standing
We can help you analyze where you are now and how best to get where you want to be before retirement.
Developing a retirement plan
Here’s where we build a comprehensive answer to the big questions—clarifying your expenses, balancing your assets, and guaranteeing a long and fruitful retirement.
Executing your plan
We make sure every stage of your retirement plan is executed flawlessly, ensuring a seamless and stress-free transition.
Demystifying pensions and benefits
Are you overwhelmed at the thought of pension plans, social security, and pre-tax IRAs? Don’t worry. We’re here to guide you through every key detail of your retirement.
Keeping you informed
We intend on building lifelong partnerships with our clients. That’s why we continuously monitor and review assets, portfolios, and plans, keeping you updated at all times.
The SaaS Wealth Advantage
We can take you where you want to go. At SaaS Wealth, our mission is to empower every client to feel financially secure by leveraging innovative technology and industry expertise to bring their goals into focus.
Getting to know you
We take the time to discuss your objectives, answer any questions you might have, and put together a comprehensive action plan tailored to your unique situation and needs.
What are your values?
We plan with only you—and your future—in mind. Here’s where we discuss the life you envision and what matters most to you.
Where are you now?
What resources do you have at your disposal? Planning your financial future can be confusing without a well-defined starting point.
Where would you like to go?
What are your short- and long-term goals? Whether you’re interested in making the right investments or planning a major purchase before retirement, we’re here to help.
Assessing your profile
The next step is to validate your financial position, identify strengths, uncover weaknesses, and profile any threats or opportunities.
Where are you currently headed?
We use a variety of financial planning tools, industry-leading strategies, and our extensive FPSC experience to build accurate projections.
How resilient are your finances?
Here’s where we test your financial standing to expose potential vulnerabilities in the face of unexpected circumstances and worst case scenarios.
Where can you go instead?
Next on our list is a “What If” analysis that uses scenario modelling to evaluate an array of potential opportunities and benefits.
Optimizing your strategy
Gain a clear understanding of how to reach your financial goals. Make informed decisions with the confidence that comes from working with an expert.
Which path is the right one?
Each financial strategy we employ is analyzed from four different perspectives: insurance, tax, legal, and investment.
Is there a way to get there faster?
As your financial guide and partner, we make sure to identify, test, and recommend the optimal solutions based on your objectives.
Who can you rely on along the way?
When you partner with us, you partner with our network of vetted industry leaders, diverse professionals, and leading financial institutions.
Driving better outcomes
Gain the ultimate peace of mind by making sure your financial future is in the hands of a certified financial planner with a clear understanding of your goals.
Never hesitate to ask. Our goal is to keep clients informed and updated every step of the way.
Frequently Asked Questions
Anyone in Canada can call themselves a financial planner or advisor. Becoming a certified financial planner (CFP), however, requires rigorous training. A CFP is a qualified professional that maintains internationally-recognized standards of expertise, skills, and ethics.
Relying on a CFP offers the highest level of assurance that your financial future is being handled with professional excellence and a client-centered approach that puts your interests first.
SaaS Wealth Insurance is independent. Rather than represent any one company, we prefer to represent your best interests with an open, multi-platform approach and access to an extensive professional network.
We serve clients across Canada.
We also serve clients face-to-face at our office in Vancouver—or anywhere our clients would prefer to meet in Greater Vancouver.