Financial Services
Wealth Management
Grow and protect your wealth.
You’ve worked hard for your wealth. Work with a certified financial planner to manage your interests, make informed decisions, and create the life you envision.
Vancouver financial planner
Get excited for the road ahead with the support of an expert
Why Wealth Management Is Important
People depend on the assets they accumulate over the years to sustain themselves later in life—throughout retirement or in the face of unforeseen circumstances. Taking control of your wealth begins with monitoring and managing your finances. That’s where we can help.
What can we do to help?
Achieve peace of mind with our comprehensive portfolio of wealth management services—all tailored to your unique situation and needs.
Setting goals
The first step is to define your goals. Understanding where you are now and where you would like to go will help us choose a winning strategy.
Selecting an asset mix
The next step is to determine what mix of investments is right for you based on your goals, the level of risk you’re comfortable with, and your time horizon.
Developing a custom portfolio
Here’s where we build an outcome-driven portfolio tailored to your investor profile. Achieving your financial objectives has never been easier.
Managing your portfolio
Focus on what matters most while we take on the time-consuming and research-driven tasks involved in monitoring and managing your portfolio.
Tracking performance
We’re committed to your success. That’s why we continuously track the performance of your assets against industry-standard benchmarks.
Neutralizing risk
Take the uncertainty out of investing by relying on a certified financial planner to effectively mitigate any risks to your portfolio in a timely and decisive manner.
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
Learning About 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.
