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GUIDING YOUR FINANCIAL JOURNEY
Anchor Point Financial
Experience the difference dedicated wealth advisors can make in your life, retirement, and legacy.
Independent Wealth Advisory
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Because protecting your family’s future means making smart choices today.
Anchor Point Financial, our job is to align what is most important to you with the financial tools and strategies to best serve your unique needs and desires.
Whether your primary concern is ensuring you have enough money to live the retirement lifestyle you’ve always dreamed of, or your interests lie in making sure those you love most are protected and provided for if the unthinkable were to happen, we have you covered.
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What We Do
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Who We Serve
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Who We Are
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Contact Us
Every strong financial future starts with someone who cares enough to plan for it.
Hear how we’ve helped professionals, families, and business owners build confidence in their financial future.
CONTACT US NOW
604 681 8234
Featured Customer Reviews
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.
Mike Johnson
Wealth Manager
John Smith
Sarah Davis
Tax Consultant
David Miller
Investment Advisor
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SMART FINANCIAL SOLUTIONS
Experience the personalized financial guidance trustesd by families, professionals, and business owners for over 20 years.
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Our Approach
At Anchor Point Financial we focus on healping our clients plan for purposeful financial goals, objectives and dreams, and we do it with a smile because life is just better when you smile.
WHY OTHERS CHOOSE US?
I am always impressed with quality and efficiency of Chad Wilson’s services. He is always patient, and takes the time to answer any questions I have to the fullest extent. I can rest easy knowing my finances are in good hands.
Dr. Andrew Asgarpour
Optometrist
I have always appreciated the proactive approach from Chad and his team. Their timely responses, attention to detail and great attitude have given me confidence when assisting on my family’s financial needs. I would recommend Chad and his team.
David Khan
Retired Partner, Tax Services Practice, PWC
Chad has been working with us for several years. He has always provided us with sound advice and he instills confidence. We have no hesitation recommending him to anyone who is looking for financial help.
Jacqueline A. Small
Barrister & Solicitor
PARTNER, HOLNESS LAW GROUP
Explore Our Services
Financial Modelling
After completing a thorough “Vision and Values” assessment, we map out your plan to help you visualize and quantify the impacts of the financial decisions you make.
Insurance Planning
Protecting what is most important to you.
Investment Management
Collaborating with your wealth managers to ensure your planning is maximized.
Philanthropic, Estate and Legacy Planning Strategies
To ensure you are in control of how your finances impact those you love and care for most.