Financial Confidence Advisors - Vancouver
Financial Confidence™ provides financial advisory and wealth management services for business families, business owners and executives of privately held Canadian companies. Structured Transitions for Business and Wealth - To achieve your unique financial planning goals and enjoy peace of mind.
Business Operation Hours
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Monday
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8:30 AM to 4:30 PM
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Tuesday
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8:30 AM to
4:30 PM
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Wednesday
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8:30 AM to 4:30 PM
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Thursday
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8:30 AM to 4:30 PM
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Friday
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8:30 AM to 4:30 PM
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Saturday
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Closed
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Sunday
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Closed
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Additional Information
Successful owners are usually optimistic people, somewhat averse to dwelling on the more unpleasant aspects of business. Contemplating one’s demise certainly qualifies as an unpleasant aspect. However, it is important that you prepare well in advance to take care of business now – for it to continue successfully without you.
We provide a team approach with our multi-disciplinary staff and strategic alliances to help you reach your business and financial goals. Our in-house capabilities include two certified financial planners, a tax accountant, an analyst and a business development specialist. This makes our processes cost-effective and efficient for our clients.
When a special expert is needed we round out our client services with our Virtual Project Team, made up of highly seasoned experts, including our Exit Planning / M&A Consultant to achieve your goals.
Product and Services
Financial Confidence™ is a financial and business advisory firm that provides owners of privately held businesses with business transition, succession planning, and business brokerage solutions. We specialize in assisting businesses in BC, Alberta and Ontario, including business family companies, valued from $3 million to $50 million.
We understand the challenges of running a privately-held business. We’ve been there and have owned and run our own companies in the past and present. That’s why we are passionate about bringing a full suite of financial planning, business exit planning, business continuity, M&A and estate planning services tailored to the needs of each business owner.
Languages Spoken
English
Payment Options
Visa,Master Card,Cash,Check