BC Financial Solutions Wealth & Estate Planning is a privately-owned, comprehensive financial advisory firm based in the Lower Mainland. At BC Financial Solutions Wealth and Estate Planning, we take pride in every relationship we develop. Our values drive our business and set us apart from the rest.
We recognize that everyone's financial goals are different; together with our clients and a team of professional experts, we work to provide intimate financial planning to each and every client. We aim to earn the right to each client's business by providing unbiased advice. Above all else, our clients are our first priority - that's why we aren't associated with a large parent company.
We recognize that everyone's financial goals are different; together with our clients and a team of professional experts, we work to provide intimate financial planning to each and every client. We aim to earn the right to each client's business by providing unbiased advice. Above all else, our clients are our first priority - that's why we aren't associated with a large parent company.
Services
We are dedicated to providing high service standards to clients through a proactive and strategic approach. Our team formed in 2004 and has expanded to include 14 staff, 9 of which are specialized advisors dedicated to serving unique client needs. Working closely with accountants, lawyers, and a team of professional experts, our team is committed to building a solid financial foundation for all, while tailoring to each client's specific goals.
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Danny Rego
Oct 03, 2017
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