WHO WE SERVE
We work with individuals who share our vision and commitment to value-based leadership. We serve those who are clear about their goals, serious about building lasting wealth, and aligned with a mindset rooted in integrity, purpose, and long-term thinking.
OUR SPECIALTIES
WHO WE SERVE
We work with professionals, entrepreneurs, and families who are building and protecting their wealth.
Your journey is unique—and so is the plan we build around it.
Professionals
We understand you’ve worked hard to get where you are. We also understand the challenges you face in running your professional practice while balancing life’s hectic pace.
At Anchor Point Financial, our roll is to act as the quarterback of your planning team to ensure the varying financial, legal and accounting services are working together to formulate a cohesive and integrated strategy.
In other words, we help to ensure you are taking full advantage of the financial tools, tactics and strategies available to you to maximize your results and serve your unique needs and desires.
We help owners turn success into security, and hard work into freedom.
Entrepreneurs
Your company is something you’re passionate about—it’s the culmination of your blood, sweat, and tears, along with the untold stresses and anxieties you’ve faced along the way.
At Anchor Point Financial, we take the lead in bringing together all aspects of your financial life—coordinating with legal, tax, and accounting professionals to ensure everything works in harmony toward your goals.
We make sure you’re not leaving any opportunity on the table by helping you navigate the full range of financial strategies available—designed to maximize results and support what matters most to you
Because protecting your family’s future means making smart choices today.
Wealth Builders & Protectors
At Anchor Point Financial, our job is to align what matters most to you with the financial tools and strategies that best serve your unique needs and goals.
Whether your priority 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.
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
OUR GUIDING PRINCIPLES
Expertise
Skilled advice tailored to your unique financial goals.
Security
Protecting your wealth with proven strategies.
Flexibility
Plans that evolve as your life and goals change.
Efficiency
Smart, streamlined solutions that save you time.
Our reputation
Working with Chad enabled me to meet my goals of a secure early retirement. His close attention to and analysis of my desires and requirements resulted in a plan to take advantage of changing market conditions throughout the years I have been working with him. Retired thanks to Chad!
Allan Vallis
Retired and secure
LETS TALK ABOUT YOUR FUTURE.
Let’s start with a conversation. We would love to hear about your goals and see how we can help.
See how we help families like yours.
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Our Address
SERVICES FOR PROFESSIONALS
Your journey is unique—and so is the plan we build around it.
We understand you’ve worked hard to get where you are. We also understand the challenges you face in running your professional practice while balancing life’s hectic pace.
At Anchor Point Financial, our roll is to act as the quarterback of your planning team to ensure the varying financial, legal and accounting services are working together to formulate a cohesive and integrated strategy.
In other words, we help to ensure you are taking full advantage of the financial tools, tactics and strategies available to you to maximize your results and serve your unique needs and desires.
SERVICES FOR ENTREPRENEURS
We help business owners turn success into security, and hard work into long-term freedom.
Your company is something you are passionate about, it’s the culmination of your blood, sweat and tears and untold stresses and anxieties along the way.
At Anchor Point Financial, our roll is to co-ordinate with your planning team to ensure the varying financial, legal and accounting services are working together on a cohesive and integrated strategy.
In other words, we help to ensure you are taking full advantage of the financial tools, tactics and strategies available to you to maximize your results and serve your unique needs and desires.
Professionals
Entrepreneurs
Wealth builders & protectors
We get where you’re coming from–
Because we’ve helped others just like you!
We serve individuals and families who want to make smart, confident decisions about their financial future.
SERVICES FOR WEALTH BUILDERS & PROTECTORS
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.
We don’t just offer solutions—we listen, understand, and tailor every step to you.
Chad consistently maintains a high service level, providing thoughtful and client-focused advice while making the entire investment process very accessible. His commitment and consistency gives you the sense that Chad is investing in your future with you.
– Ryan, Lawyer
I have been very impressed with Chad and his team. Their highest priority is always my client’s best interests and their ability to understand the complex situations and provide solutions that work towards my clients’ long-term success is amazing.
– Rick Jagpal, CPA, CA, CFP
Partner, Wolrige Mahon
We aren’t your typical investors, but when we need help, Chad and his team are quick to respond and always direct & honest with their advice.
– Yen Li Chong & Shiva Galbaransingh
Lawyer