Advitize Financial Solutions empowers Vancouver individuals and families with bespoke wealth management, investment advisory, and strategic financial planning designed for your unique Canadian context.
Schedule Complimentary Consultation Call Us Today: +1 604-555-0188Years of Specialized Canadian Expertise
Assets Under Management
Client Retention Rate
From safeguarding your present to investing in your future, we offer a full spectrum of services designed to address every facet of your financial life.
Strategic portfolio optimization and risk management tailored to your individual goals and market conditions, ensuring your investments work harder for you.
Learn MoreHolistic strategies focused on asset protection, growth, and intergenerational wealth transfer, providing long-term financial security and peace of mind.
Learn MoreCustomized plans for Canadian pension optimization, income generation, and future lifestyle security, ensuring a comfortable and confident retirement.
Learn MoreProtecting your legacy and minimizing tax implications through meticulous estate planning, ensuring your wishes are honored and your loved ones are secure.
Learn MoreEmpowering you with the knowledge and skills to make informed financial decisions through engaging community workshops and educational resources.
Learn MoreRigorous, in-depth reviews of your current investment portfolio to identify opportunities, mitigate risks, and align with your evolving financial objectives.
Learn MoreWe understand that your financial needs are as unique as your profession. Discover tailored solutions designed for specific client groups.
Navigating the complex financial landscape unique to medical careers requires specialized expertise. We assist physicians, dentists, and other healthcare professionals in Vancouver with tax-efficient investment structures, incorporation strategies, and wealth accumulation plans designed to maximize your hard-earned income and secure your future.
Explore Medical Solutions
Empowering women with confidence and strategic financial guidance. Our approach addresses the distinct financial journeys of women, including career transitions, family planning, and long-term financial independence, ensuring tailored strategies that resonate with your priorities and aspirations.
Empower Your Wealth
Align your investments with your values. Our ESG (Environmental, Social, Governance) investing solutions allow you to build a portfolio that aims for both strong financial returns and positive societal impact, reflecting your commitment to a sustainable future.
Invest ResponsiblyGain immediate insight into your retirement projections, customized for Canadian tax considerations. This tool provides an estimate; a personal consultation yields a precise plan.
Projected Retirement Savings: $0
Estimated Annual Retirement Income (post-tax): $0
Want a detailed, personalized plan that includes Canadian specific benefits like CPP and OAS?
Schedule a Full AnalysisSee how Advitize Financial Solutions has empowered our clients to achieve their most ambitious financial milestones.
"As young professionals in Vancouver, the dream of owning a home seemed distant. Advitize helped us create a realistic savings and investment plan that not only got us into our first condo but also started building a robust investment portfolio for our future. They made complex finances feel manageable."
— Sarah & Mark L., Software Engineers
"My medical practice demanded all my focus. Advitize stepped in to manage my personal and corporate finances, optimizing my tax strategy, setting up a robust retirement fund, and ensuring my wealth growth. Their expertise allowed me to concentrate on my patients, knowing my financial future was in expert hands."
— Dr. Emily Chen, Family Physician
"After years of working, preserving my life savings was paramount. Advitize helped me transition into retirement with confidence, structuring my investments to provide stable income while protecting against market volatility. I now enjoy my golden years without financial worries, thanks to their diligent oversight."
— David W., Retired Educator
A clear, collaborative journey designed to build, protect, and grow your wealth systematically.
Comprehensive financial discovery and goal setting.
Risk assessment and investment profile development.
Customized strategy development and presentation.
Execution with ongoing monitoring and adjustments.
Regular reviews and strategy optimization for growth.
Our advisors bring decades of combined experience, local market insight, and a passion for empowering your financial journey.
Lead Financial Strategist, CFA
Specializing in complex portfolio management and wealth growth for high-net-worth individuals.
Retirement & Estate Planning Advisor, CFP
Expert in optimizing retirement income streams and ensuring seamless intergenerational wealth transfer.
Investment & Tax Specialist, CPA
Focused on tax-efficient investment strategies and Canadian regulatory compliance for business owners.
Financial Literacy Programs Director
Passionate about community financial education and empowering young investors.
Client Relations Manager
Ensuring a smooth, personalized experience for every Advitize client.
ESG & Sustainable Investing Lead
Guiding clients towards investments that align with their values and create positive impact.
Hear directly from individuals and families we've helped achieve their financial aspirations.
We believe in transparency. Find answers to common inquiries about our services and approach.
Advitize Financial Solutions differentiates itself through a truly personalized, concierge-style approach. We combine deep expertise in Canadian tax laws and investment vehicles with a strong understanding of the unique economic landscape of Vancouver. Our commitment to transparent, fee-only advice ensures our recommendations are solely in your best interest, free from hidden commissions or product influences.
Our fee structure is transparent and straightforward. For comprehensive financial planning, we typically charge a flat fee based on the complexity of your situation, or a percentage of assets under management for ongoing investment advisory services. We will always clearly outline all fees during your initial consultation so there are no surprises. Your success is our business model.
While we primarily serve clients with investable assets starting from $300,000, we also offer project-based financial planning services and educational workshops for those who are just beginning their wealth journey or have specific financial questions. We encourage you to reach out for a consultation, as every situation is unique.
Our standard service includes a minimum of quarterly reviews for investment advisory clients, and annual comprehensive planning sessions. However, we believe in flexibility; we're available for ad-hoc meetings whenever significant life events or market changes prompt a need for discussion or adjustment to your plan.
While our physical office is located in Vancouver, British Columbia, we serve clients across Canada. Our virtual meeting capabilities ensure that we can provide the same high level of personalized service, regardless of your location within the country.
Our approach includes integrating tax-efficient investment vehicles like TFSAs, RRSPs, and non-registered accounts, strategic asset placement, capital gains management, and income-splitting strategies relevant to Canadian tax laws. We work closely with your accountant, or recommend trusted professionals, to ensure your financial plan is fully optimized for tax efficiency.
Gain valuable insights and tools to empower your financial decisions, available for immediate download.
A comprehensive guide on navigating pension plans, RRIFs, and tax-efficient withdrawals for a secure Canadian retirement.
Download Now
Learn actionable strategies to minimize your tax burden and maximize your investment returns under Canadian tax laws.
Download Now
Stay informed with our expert analysis of global and Canadian market trends, helping you make timely investment decisions.
SubscribeStop wondering about your financial future and start designing it. Our team is ready to guide you with clarity and expertise.
Schedule Your Free Consultation TodayPrefer to speak now? Call us directly:
+1 604-555-0188 [email protected]