Business Details
Your Trusted Partner for Financial and Retirement Planning Solutions
WealthSense Financial Group is Vancouver and the Sea-To-Sky's leading financial and retirement planning firm. Our team specializes in providing effective strategies to help professionals, business owners, and families build, maximize, and secure lifetime wealth. With a focus on professionalism and excellent customer service, we guide clients through personal and business financial planning needs, ensuring informed decisions for their future. Our comprehensive approach integrates financial management, insurance, investment planning, retirement strategies, tax planning, and estate planning.Backed by a network of strategic professionals including accountants, lawyers, and insurance specialists, we deliver tailored solutions that adapt to evolving client needs. Our disciplined financial planning process ensures all aspects of clients' financial situations are addressed, maximizing wealth while minimizing risks and taxes. As trusted advisors, we prioritize transparent communication and ongoing plan management to keep clients on track toward their long-term goals.
Services
Financial Planning
Retirement Planning
Investment Planning
Insurance Planning
Group Benefits
Health Spending Accounts
Guaranteed Investment Certificates
Highlights and features
- We offer personalized financial strategies tailored to professionals, business owners, and families.
- Our team includes Certified Financial Planners with extensive industry experience.
- We provide comprehensive, integrated financial planning covering all key life aspects.
- Our disciplined process ensures ongoing plan management and adaptation to client needs.
- We partner with strategic professionals to deliver holistic financial solutions.
Services
Financial Planning
Our comprehensive financial planning service integrates all aspects of your financial situation, including tax strategies, estate planning, and risk management. We create customized roadmaps to help clients achieve long-term financial goals while minimizing risks. With ongoing monitoring and adjustments, we ensure your plan evolves with life changes and market conditions.
Retirement Planning
Specialized retirement planning focuses on maximizing income streams, optimizing tax efficiency, and ensuring financial security throughout retirement. We develop strategies for both individuals and business owners to create sustainable income sources while protecting assets from market volatility and longevity risks.
Investment Planning
Our conservative investment approach balances growth potential with risk management. We implement time-tested strategies to maximize returns while minimizing tax implications across different life stages. The service includes regular portfolio reviews and adjustments to maintain alignment with evolving financial objectives.
Group Benefits
We design comprehensive employee benefits packages including health, dental, and disability insurance. Our solutions help businesses attract top talent while providing cost-effective coverage options. The service includes plan implementation, ongoing management, and regular reviews to ensure competitiveness and compliance.
Health Spending Accounts
Health Spending Accounts allow businesses to deduct medical expenses through corporate structures. We help establish these CRA-approved accounts covering various healthcare services, including dental care, vision correction, and alternative therapies, while optimizing tax advantages for both employers and employees.
People
Nelson Simoes
President, Certified Financial Planner
Nelson leads WealthSense Financial Group with over 20 years of experience in financial planning. He specializes in creating comprehensive wealth management strategies for business owners and professionals, focusing on tax optimization and retirement income planning.
Agustina Coccaro
Insurance Advisor
Agustina brings expertise in risk management and insurance solutions. She helps clients protect their assets through customized insurance strategies, working closely with business owners to develop comprehensive coverage plans that align with their financial goals.
Charlotte Anderson
Certified Financial Planner
Charlotte specializes in retirement planning and investment strategies for families. With 15 years of experience, she focuses on creating sustainable income streams while ensuring clients maintain financial flexibility throughout different life stages.
Carter Melnyk
Financial Security Advisor
Carter provides personalized financial solutions for professionals and small business owners. His expertise includes tax-efficient investment strategies and comprehensive risk management plans tailored to clients' unique circumstances.
Clare Chan
Client Service Specialist
Clare ensures seamless client experience through efficient service coordination. With a background in financial administration, she supports advisors in implementing plans and maintaining accurate client records while providing direct client support.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, tax optimization, insurance planning, and employee benefits solutions for individuals and businesses.
How do you help business owners with financial planning?
We offer specialized strategies for business owners including succession planning, tax-efficient wealth transfer, employee benefits packages, and business protection insurance tailored to their unique needs.
What is the Chambers Benefits Plan?
The Chambers Plan is Canada's #1 group benefits solution for small businesses, offering comprehensive health and dental coverage, disability insurance, and critical illness protection with flexible options.
How do Health Spending Accounts work?
HSAs allow businesses to deduct medical expenses through corporate structures, covering dental care, vision correction, alternative therapies, and prescription medications while providing tax advantages for employers and employees.
What areas do you serve?
We primarily serve Vancouver, Sea-To-Sky corridor, Whistler, and Squamish areas, with clients throughout British Columbia and remote advisory services available across Canada.
Reviews (2)
Adenola Oluwatomisin D. Double
Feb 01, 2022
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So many investors are confused and go into deep research, for a trusted and legit platform to trade and invest in. I was also looking for the best until I read good reviews and recommendations about MR. ZAHEER EEDRIS. His great skills in Forex and Crypto trading made good profits for so many in their trading account. I was amazed how many Investors… wrote good comments about him. I contacted this amazing account manager Zaheer Eedris and invested with him. I earned a very good profit and made my withdrawal successfully directly to my bank account. I invested $500 and made a profit of $7
Nurudeen Sani
Oct 03, 2021
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