Insurance Planning
Keeping you, your family, and your business safe
Keeping you, your family, and your business safe
Prepare for the unexpected with proactive insurance planning that offers an impenetrable layer of protection.
VANCOUVER’S LEADING FINANCIAL PLANNER
Stay protected from all angles with the support of an expert
Why is insurance planning important?
Insurance plays a critical role in any sound financial plan. Being prepared for a worst case scenario ensures that you’ll still be able to meet your financial obligations and objectives without dipping into emergency funds.
What can we do to help?
We offer a comprehensive portfolio of insurance services that will keep you, your family, or your business covered in the event of unforeseen circumstances.
Compare and contrast
We conduct a comprehensive analysis of your current insurance plans (if any) to determine whether they best fit your needs compared to other plans on the market.
Protecting your most vulnerable
One of the most important responsibilities of your insurance plan is to protect vulnerable loved ones in your care, including any children and elderly.
Retirement via annuities
We walk you through the more complicated aspects of one of the most proven ways to guarantee retirement income—annuities.
Critical illness coverage
Critical illness can be even more devastating when paired with inadequate coverage. We make sure you, your family, or your employees are protected from costly, unexpected medical bills.
Health, dental, and wellness coverage
Keep yourself, your family, or your employees happy and healthy with comprehensive and flexible health insurance coverage.
Estate plans
When structured by an expert, insurance becomes an excellent tool for estate planning by minimizing taxes and fees, ensuring that more of your estate ends up in the hands of your beneficiaries.
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.
01
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, we’re here to help.
02
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.
03
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.
04
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.
Got questions?
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.
What do our clients have to say about us?
Hear from our network of professionals, business owners, families, and retirees.
Feel confident in your financial choices. Get in touch with SaaS Wealth today.
