Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect, preserve and grow your wealth.
When you work with Balanced Financial Services (2005) Ltd., you will learn that our process begins with a conversation. We start with an understanding of your life goals, risk management and investment objectives, and financial responsibilities. Then, in collaboration with you, we help to make specific recommendations and observations to help achieve your life goals.
For your corporate clients, we deploy a similar consultative approach. We listen before we speak and understand before we advise. Only after we have a full understanding of your goals and objectives will we offer advice on a full spectrum of employee health and retirement benefit programs.
Additionally, for our corporate clients we design voluntary benefit solutions. This program helps protect senior executives by filling the coverage gaps of the standard benefit program and helps protect their income stream in case of an extended illness or injury.
Armed with decades of experience, we have access to a broad range of financial solutions to assist you: