WEALTH BUILDERS & PROTECTORS
We understand your needs. We’ve designed our services to work for you.
Protected
Ensuring your family’s financial security—today and for whatever tomorrow brings.
Grounded
Built on steady principles that support your values and responsibilities.
Legacy
Preserving what you’ve worked hard for, so your family is cared for across generations.
You’ve Built It. Now Let’s Protect It.
At this stage in life, financial decisions aren’t just about growing wealth—they’re about preserving what you’ve worked so hard to build. At Anchor Point Financial, we bring a steady hand to your planning, helping ensure your retirement goals are achievable and your wealth is protected against the unexpected.
Peace of Mind for You. Provision for Those You Love.
Whether you’re planning your retirement income, organizing your estate, or preparing to pass on your values and assets, we help bring clarity to the questions that matter most. You’ve spent a lifetime building—now let’s make sure it lasts, and lands exactly where you want it to.
We have a long history of happy clients.
Randy Shore Partner
Frontier Power Products
“”For a non-financial guy” working with Chad and his team has been a great experience. They take the time to explain everything in laymen terms. That’s one of the reasons I have been with them for over 14 years. I would highly recommend sitting down with them and listening to what they have to say.”
“I would highly recommend.”
Dr. Steve D. Levasseur, BSc, MD FRCSC
Vitreoretinal Surgeon, Clinical Instructor, UBC
I have had the absolute pleasure of working with Chad and his team over the past 4 years… He goes above and beyond to get to know his clients in an effort to understand what they need and subsequently deliver the best possible advice.
“An aboslute pleasure.”
John & Gayla DeHart
Nurse Next Door; Co-founders, LIVE WELL Exercise Clinics; Hartify Brands
“Chad is so much more than a Certified Financial Planner and Investment Representative. He gets to know his clients in order to understand their values and what makes them happy, and advises accordingly.His philosophy is that wealth that is not used well is wasted wealth. He is a trusted member of our advisor team and we know that he cares about what truly matters to us.”
“He gets to know his clients. ”
You’ve taken care of everything and everyone else—now it’s time to ensure your wealth does the same.
We’re here to guide you, every step of the way.
Ready to take the next step?
Book a free consultation to see how we can support your financial goals.
Free consultation
Send a Message
We’re here to help—reach out anytime and let us know how we can support you.
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