Balanced Financial Services was founded in 1987 and has grown to become one of the most prominent independent financial planning firms in the Lower Mainland.
Our team is comprised of licensed advisors, associates and other professionals selected for their unique expertise and qualifications.
We are independent of financial institutions, and can objectively identify and provide the best solutions available in the market. As well, we make it our priority to stay abreast of the latest trends, products, regulations and issues. This knowledge translates into better decisions for you.
Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of:
– Individuals & Families
We believe in our 6-steps financial planning process. Our planning services are the commencement of long-term relationship with our client. Let us help you to identify and achieve your goals.
Managing assets effectively is fundamental to securing your financial future and growing your wealth. As financial advisors, we utilize a disciplined and consistent approach, based on decades of academically sound and tested research.