Smart Financial Steps, a fee-only financial planning and investment advisory firm serving individuals and families in Vancouver, British Columbia and throughout Canada. Our mission is to help busy professionals and entrepreneurs to take full ownership of the financial direction of their lives.
So many banks and traditional financial management firms are catering to older generations and to people who already have piles of cash. On the other end, there are online robo-advisors selling automated one-size-fits-all portfolios. But none of these firms provide tailored and comprehensive advice on your money unless you’re a high-net-worth person (individual with investable assets of at least $1 million)
They might tell you what to invest in but will leave it up to you to decide which savings vehicle to use or which tax planning strategy to take advantage of or which risks to avoid. These planning decisions are pivotal in achieving your goals and they have to work in lock-step with your investments.
Smart Financial Steps works with you to provide personalized financial advice in all aspects of your life concerning money. Whether you are just starting out in your career, looking for smart savings and investment strategies, or you already retired and seeking tax efficient income, we can help to plan, preserve and grow your wealth.
Smart Financial Steps is based in Vancouver, British Columbia and serves clients across Canada.