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Who We are And What We Do
We specialize in Life and Wealth Management Strategies and Risk Management for families and business owners to assure their finances can withstand dying too soon, outliving their money or getting disabled along the way.
We will avoid financial problems by effectively arranging assets by bringing and implementing financial strategies while minimizing and deferring taxes.
The result: To protect the ones you love, to feel secure throughout your way to retirement, and know that your ability to earn is protected.
We are a team of qualified and licensed advisors with 20 years of combined experience in the financial services as independent and 100% un-biased professionals.
Our Process
1. Work for You to understand where you are and where you want to be,
2. Create the financial organization that will get you there,
3. Get you started on you way to do the right thing the first time,
4. Watch for Hazards along the way to make sure you arrive as planned, and
5. Update you plan regularly to stay on track
We work only with high quality investment and insurance companies, and since we are paid by these suppliers, no financial concern of us comes before what is right for you, we are completely unbiased in our advice.
Privacy and Confidentiality
We do not sell or share your information to anyone without your permission unless required by law. It may be shared with our suppliers and wholesalers as necessary. A copy or our "Privacy Policy" is provided to you.
Our Business Service
Our business is processed and serviced through Dunn Financial Services Inc, Strategic Brokerage Services LP, Networth Financial Corp (Mutual Fund Dealer)
We are responsible for all management, administrative, coaching/consulting, sales, marketing, and development costs. Our compensation come the supplier companies for the sale of their products to the consumer. No such firms hold any interest in our company.
We may refer you to other professionals and experts for advice in related fields with your permission. Every such referral will solely be to help you more effectively achieve your goals.
We are not aware of any possible conflicts of interest to doing business with you and will advise you if one comes up
Some of The Services We Provide
Wealth Management
Retirement Saving Plans (RRSP)
Guaranteed Investment Funds
Mutual Funds
Tax-Free Savings Plans (TFSA)
Advanced Investments (Leveraged)
Banking Services
Home Lines of Credit
Flexible Mortgages
Debt Consolidation
Business High-Interest Account
Retirement Solutions
Guaranteed Income for Life Annuities Life Income Funds (RIFF, RIF)
Risk Management
Life Family Insurance
Life-Mortgage Insurance
Income Loss Protection
Critical Illness Protection
Extended Health Services Coverage
Travel Insurance
Business Solutions
Business Lines of Credit
Partners Protection
Loan Business Protection
Group Benefit Plans (1 or more employees)
Succession Planning
Other Solutions by Referral
Dunn Financial Services Inc
102-20171 92A Ave
Langley, BC V1M 3A5
T 778.298.1188
C 604.857.5800 (Drake Dunn)
C 778.839.6868 (Edgar Anaya)
edgar@dunnfinancial.ca
drake@dunnfinancial.ca
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Achieving Your Visions In Life Through Safe Investing |
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