Skip to main content

Wealth Sense Financial Group Inc.

  • Home
  • Our Process
  • Value of Advice
  • Our Clients
    • Medical Professionals
    • Professionals
    • Business Owners
    • Families
  • Associations
  • Resources 
    • Our Resources Team
    • Our Team
  • Contact

WealthSense Financial Group Inc. is a leading financial planning firm that specializes in working with professionals and business owners by providing them with effective solutions to build, maximize and secure their lifetime wealth.

WealthSense has earned a reputation in the financial community for their wealth of knowledge, professionalism, and excellent client service. WealthSense clients have full confidence and trust knowing that they are taken care of.

WealthSense Financial Group Inc. is a leading financial planning firm that specializes in working with professionals and business owners by providing them with effective solutions to build, maximize and secure their lifetime wealth.

WealthSense has earned a reputation in the financial community for their wealth of knowledge, professionalism, and excellent client service. WealthSense clients have full confidence and trust knowing that they are taken care of.

 

WealthSense Financial Group Inc. is a leading financial planning firm that specializes in working with professionals and business owners by providing them with effective solutions to build, maximize and secure their lifetime wealth.

WealthSense has earned a reputation in the financial community for their wealth of knowledge, professionalism, and excellent client service. WealthSense clients have full confidence and trust knowing that they are taken care of.

 

WealthSense Financial Group Inc. is a leading financial planning firm that specializes in working with professionals and business owners by providing them with effective solutions to build, maximize and secure their lifetime wealth.

WealthSense has earned a reputation in the financial community for their wealth of knowledge, professionalism, and excellent client service. WealthSense clients have full confidence and trust knowing that they are taken care of.

 

Our Team - Professionals

Experience Counts.

 

Our Team

 

Nelson Simoes

Certified Financial Planner

Learn More

Agustina Coccaro

Financial Security Advisor

Learn More

Clare Chan

Client Service Specialist

Learn More

Dana Mammadova

Marketing Associate

Learn More

Our Resources Team

 

Bruce Chou

Regional Sales Manager, Wealth

Learn More

Terry Dunsmann

Securities Specialist

Learn More

Steve Fooks

Insurance Consultant

Learn More

Sanju Sukul

Consultant, Tax and Estate Planning

Learn More

Our Process - Comprehensive

 

Our role is to be your trusted financial security advisors and advise you on all of your personal and business financial planning needs.

 

Strategic financial planning takes into account the interrelationships among all aspects of your financial situation. These include: financial management, insurance and risk management, investment planning, retirement planning, tax planning, estate planning along with legal aspects. Our role is to be your trusted ‘Chief Financial Officer’ (CFO) and advise you on all of your personal and business financial planning needs.

 

A true financial plan will address your big picture and consider all relevant aspects of your life. Our comprehensive financial planning process takes all of this into account and ensures strategic integration across each of the key financial planning areas. In order to effectively and efficiently accomplish this, we have created a detailed and disciplined financial planning approach to ensure that all bases are covered and steps are taken to maximize your wealth, minimize your taxes and secure your financial future.

 

 

Learn more

Value of Advice

 

Studies and research continues to show that Canadians that work closely with a financial planner are saving more, living better, and experiencing higher levels of overall happiness in their lives.

 

Studies and research continues to show that Canadians that work closely with a financial planner are saving more, living better, and experiencing higher levels of overall happiness in their lives. The Value of Financial Planning, a three-year longitudinal study which included close to 15,000 Canadians, was commissioned by FPSC® and the Financial Planning Foundation.

 

Learn More

 

Our Clients

 

Effective financial planning takes into account the interrelationships among all aspects of your financial situation. Your situation will vary depending on your existing wealth, income, profession, along with marital and family status. WealthSense specializes in working with the following individuals, professionals and business owners.

 

Medical Professionals

As a medical professional, you need a trusted advisor to help you navigate the intricate maze of financial planning that is specific to medical professionals.

Learn more

Professionals

Whether you are a lawyer, accountant, architect or professional athlete, you need a trusted advisor to help you navigate the intricate maze of financial planning that is specific to high income professionals.

Learn more

Business Owners

Business owners are faced with a unique set of financial challenges deserving specialized knowledge, attention and care.

Learn more

Families

Having a family can be one of the most rewarding parts of life, but the financial realities that come with it must be understood and well planned for. Providing for your children's present and future needs, from education to recreation and everything in between, does not happen by chance.

Learn more

Resources

We've got the resources to keep you informed.

 

Newsletter

 

Video Library

Home

Contact Us

Contact us today to learn more. Don’t delay the most important financial decision of your life, working with a trusted financial security advisor has been proven to be one of the most important financial decisions that you will ever make. Take action today so that you can enjoy a better tomorrow.

Get to know us

Vancouver Office
Phone: 604-688-6535
Fax: 778-945-8399
Email: support@wealthsensefinancial.com
Suite 310 – 1650 West 2nd Ave Vancouver, BC V6J 1H6


Squamish Office
Phone: 604-892-8281
Fax: 778-945-8399
Email: agustina@wealthsensefinancial.com
PO BOX 1392 Squamish, BC V8B 0A9

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information

The information on this website is intended for residents of BC only.

Click here to view legal, copyright and trademark information

* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

Representing Freedom 55 Financial, a division of London Life Insurance Company

© 2021 Wealth Sense Financial Group Inc.. All rights reserved.

Website Design For Financial Services Professionals