PROFESSIONALS

We understand your needs. We’ve designed our services to work for you.



Streamlined

Our approach is built for busy schedules and fast-moving lives.



Integrated

Legal, tax, and investment advice all working together.



Guided

You’re supported with clarity, not left to figure it out alone.

Your Career Demands Focus. So Does Your Wealth.

You’ve built your career through dedication and discipline—but managing your growing wealth often demands time and focus you don’t have. At Anchor Point Financial, we act as your financial quarterback, aligning your legal, tax, and investment strategies so they work seamlessly together. We help you stay ahead of decisions and opportunities, without having to carry the burden of connecting all the dots yourself.

Personalized, Proactive Guidance You Can Trust.

We don’t offer one-size-fits-all plans. We take the time to understand your life, goals, and the pressures you face, bringing clarity and structure to your financial world. With us as your partner, you’ll gain peace of mind knowing your future is being looked after—so you can keep your focus where it matters most.

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 career with a one-size-fits-all plan. Your financial strategy shouldn’t be one either.

At Anchor Point, your wealth strategy is as personal as your path.

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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