Financial Strategies To Empower Your Home And Elevate Your Business
About
About
We are a financial advising company providing transparent advice and effective solutions to our clients. Our focus is to create a solid foundation for our client's financial success. Through our extensive knowledge of personal and corporate wealth-building tools, we equip clients with the resources that they need to attain their dreams and live life on their terms.
Philosophy
At Vantage Point Financial, we empower business owners, real estate investors, and professionals to make strategic changes in their finances to ensure a thriving future. We have a genuine passion for your financial growth, and we believe that integrity and honesty are pillars all our associates must have.
Process
Securing a thriving future begins with an initial meeting. In our meeting, we'll learn more about your motivations and goals along with the pain points you experience as it relates to your money. This is your opportunity to ask questions about us or our process. We want you to feel confident and comfortable that we will only offer strategies that serve your interests.
Step 1 - Connecting with Us
We begin with an introductory meeting where we learn about you, your business and family. We ask thought-provoking questions and work with you to articulate your financial goals and pain points. Understanding your values, priorities and future vision is crucial to us.
​Step 2 – Comprehensive Analysis and Strategic Planning
This phase involves translating your goals into a meticulously crafted financial and insurance strategy. We diligently explore every avenue, ensuring the plan we curate is impeccably tailored to your unique circumstances.
Step 3 – Option Presentation
Our second meeting revolves around presenting your options. We guide you through your custom proposal step-by-step ensuring clarity on what’s available to you. This session is all about your questions, allowing for a thorough understanding. We’re here to assist you every step of the way.
Step 4 – Securing Your Coverage
Your well-being is our top priority; we never want you to feel rushed or pressure. Proceeding with your proposal is entirely your decision. We hope we can provide a sense of ease and peace of mind towards your finances and join you in navigating towards your goals for many years to come. offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book.
Founder's Message
For 10 years, I’ve empowered real estate investors, families, and business owners to make financial changes that help them achieve their life goals and secure a thriving future. Understanding the stress that financial uncertainty can impose on individuals, their families, and businesses, my goal is to provide a sense of ease when it comes to your money and growing your wealth so more time, energy and attention can be given to what you care about the most.
Vantage Point Financial is client-focused, creating a roadmap to attaining your goals and dreams. I am committed to developing a financial strategy focused on clarity, growth, and integrity. After every meeting, clients leave equipped with the knowledge to make informed decisions and take action.
My other passion, aside from finance, is real estate. I build semi-custom homes, have flipped houses, and own rental properties. I couple this knowledge and experience with my strong financial analytical skills to enhance the quality of my services and better assist real estate-focused investors.
You’ve worked hard for your money; you deserve to live the life you choose. I will make managing your finances one less area you have to stress about so you can spend your time focusing on the things that really matter.
Services
Wealth Building Strategies
Explore unique strategies to build wealth for your business and household with our specialized knowledge. Envision strengthening your portfolio or company with a resilient safety net while building a valuable financial asset you can use to support growth. Our expertise lies in crafting uniquely tailored plans, skillfully minimizing taxes, and maximizing your wealth.
We offer: Infinite Banking Strategy, Insured Retirement Strategies, Immediate Financing Arrangements, Tax Management and Estate Preservation Strategies, Legacy Planning, Charitable Giving.
Insurance Solutions
Whether it's you, your family, or your business, there’s likely someone or something you want to take care of. Specific insurance solutions can empower you to grow, control and protect what matters most to you. With the right tools, we can safeguard your health, your income, your savings, and your family.
We assist with: Life Insurance, Key Person Insurance, Buy-Sell Agreement Coverage, Business Overhead Coverage, Disability Income Replacement, Critical Illness Coverage, Mortgage Insurance.
Investments
If you want to live life on your terms one day, investing is a must. Growing your portfolio is a process and setting it up correctly creates the foundation for success. We will help you determine what investment options align with your financial goals and are partnered with expert portfolio managers so you’re not trying to navigate the complex world of investing on your own.
We assist with: RRSPs, TFSAs, FHSAs, RESPs, RDSPs, and Non-Registered Accounts.
What Clients Say
Client Impact
At Vantage Point Financial we believe that our responsibility to provide value doesn’t stop at our clients. We have a responsibility to the communities we operate in and the world, as a whole. We want to use our company to not just make a profit, but to make an impact. We do this by adding in charitable giving as a line item in our business, so a direct proportion of our profits are donated to one a several charities.
We want to thank all our clients that have not only put their trust in Vantage Point Financial but allow us to increase the impact we are able to make in this world.
"Money won’t buy happiness - but poor stewardship of money will steal happiness”
- R. Nelson Nash