We’re not just a firm. We’re your partners in your financial journey.

WHO WE ARE

We’re a team of people who don’t just handle your finances, we handle our own, too. We know how important attention to detail is. How important careful planning is. How important thinking of the future is.

We understand the weight of providing for children, supporting parents, and building a lasting legacy. That’s why we serve you with the same care and commitment we would give our own family.

DISCOVER MORE

analyze_the_images_of_myself_name_is_craig_that_i_have_uploaded_create_a_corporate_style_photoshoot_hi5eu83m5auy02xfy5vp_0

644568d067b7ef100a3c1eaf_decide a method of communication

FINANCIAL GUIDANCE THAT FEELS PERSONAL

At Anchor Point Financial, we believe that the best financial advice starts with understanding YOU. Based in Vancouver, BC, we’re a full-service financial advisory firm serving professionals, entrepreneurs, and families who are building, protecting, and growing their wealth.

We’re not a corporate machine. We’re a relationship-driven firm where you work directly with our founder, Chad Wilson—someone who takes the time to truly know you and what matters most in your life.



EXPERIENCED PROFESSIONALS



PERSONALIZED SOLUTIONS



TRUSTED ADVISORS

YOU first - leadership - discipline

OUR GUIDING PRINCIPLES

We’re people of integrity — and in finance, that matters. When you trust us with your finances, you’re entrusting us with your future. We take that responsibility seriously, which is why everything we do is grounded in our core principles and values.

01

Your First, Always

A commitment to shepherd and safeguard our clients’ valuables, always placing their needs before our own.

02

leadership through clarity

With clear communication and a deep understanding of our clients and their goals, we guide them in pursuing their financial dreams.

03

discipline

Excellent long-term results stem from aligning effective strategies with personal goals and objectives—and executing them consistently. This alignment ensures that every action contributes meaningfully toward a clear and motivating vision.

corporate_finance_tone_but_friendly_and_personal_a_main_guy_in_a_blue_suit_average_looking_working__wzytr0iooot2z7az3x5n_3

know more

ABOUT ME

create_a_corporate_style_photoshoot_where_i_am_presenting_to_a_group_of_executives_around_a_board_t_e8mvwqd80bj4w5qndagw_2

founder of anchor point financial

meet chad wilson

Founder. Family Man. Your Financial Anchor.

Chad started in the financial services industry in 2002 and has been building his practice one client at a time ever since. He works closely with Business Owners, Professionals, Wealth Builders, and Protectors to help them identify, clarify and plan for their unique financial goals and dreams.

It is his combination of a strong head for analytics, a passion to help others, and his ability to see the “big picture” that allows Chad to architect integrated wealth plans for his clients. Chad has a particular passion for designing unique risk management and insurance strategies that ensure his clients, and their families, are protected when they need it most.

When not working, Chad can be found volunteering as a hockey coach for his 2 sons, on the board for his children’s school, and hacking his way around the golf course.

BOOK A CALL

EXPERT TEAM

Meet our team of professionals

Behind every plan is a team of dedicated professionals committed to your financial success. With diverse expertise and a shared focus on trust, integrity, and results, we’re here to guide you every step of the way.

CHAT WITH OUR TEAM