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FINANCIAL ADVICE BUILT AROUND YOU AND YOUR GOALS.

Smarter Planning Starts Here

You’ve worked hard to get where you are, and you deserve more than a
generic investment plan or a quarterly statement with no conversation.
At Balanced Financial Wealth Management, we take a personalized approach
to financial planning, helping clients in their 40s, 50s, and beyond build,
protect, and enjoy the future they’ve been working for.

Trusted by business owners
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Whether you’re just getting serious about retirement, building long-term wealth, or are tired of being
passed between advisors, we’re to offer something different:

A Clear Plan

A Trusted Advisor

Real Conversation

What You Can Expect

 

• A one-on-one strategy session to understand your unique goals
• A customized investment and retirement roadmap
• Ongoing support

Trusted by business owners

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“The team here is incredibly well qualified — probably more so than most people realize. You’re getting advice from professionals who deeply understand the markets and financial planning. They helped us design a strategy that allowed us to retire earlier than expected, and we feel secure about the years ahead.”

Michelle TNorth Vancouver
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“What I really appreciate is that this firm isn’t tied to any bank or investment company. They can build a portfolio with whatever makes sense — stocks, bonds, ETFs, mutual funds, GIC’s. It’s a completely different approach than what I was used to.”

Thomas WBurnaby
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“I came over in a bit of a financial mess — scattered investments, unclear goals, no real plan. They took the time to sort everything out, consolidate things, and explain exactly what we were doing. The level of knowledge here is incredible — these are true experts, not salespeople. For the first time, I feel like I’m on track.”

John GNorth Vancouver

Ready to Talk?

Book a complimentary 20-minute Discovery call and let’s see if we’re the right fit to help guide your financial future.

Schedule A Free Call