ENTREPRENEURS
We understand your needs. We’ve designed our services to work for you.
CLEAR
We turn your goals into actionable financial plans you can move forward with.
CONNECTED
Your legal, accounting, and investment strategies—working together, seamlessly.
VISIONARY
Strategic planning built around where you’re headed, not just where you are.
You Build the Business. We’ll Help You Build the Wealth.
Running a company means making hundreds of decisions a day. Managing your personal and business wealth shouldn’t be one of them. At Anchor Point Financial, we simplify the complex and help align your business growth with your personal financial goals. From tax and legal coordination to investment planning, we ensure everything works together.
A Strategy as Dynamic as You Are.
Entrepreneurs face unique challenges—and unique opportunities. We work closely with you to plan for the big picture: business exits, liquidity events, personal wealth transfer, and more. You’ve built something extraordinary. We’ll help you protect it, grow it, and one day, transition it with confidence.
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 didn’t build your business with a generic blueprint—so don’t manage your wealth with one either.
Ready to take the next step?
Book a free consultation to see how we can support your financial goals.
Free consultation
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We’re here to help—reach out anytime and let us know how we can support you.
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