Business Details
15 Years
experience
Your Trusted Financial Planning Partner in North Vancouver
Soper Financial is an independent, family-owned financial services firm based in North Vancouver, BC, dedicated to helping clients achieve their financial goals through personalized planning and strategic product selection. With over two decades of industry experience, our team specializes in financial planning, insurance solutions, and investment management tailored to individual needs. Our approach emphasizes trust, integrity, and transparency, ensuring clients receive expert guidance aligned with their unique circumstances.We prioritize long-term relationships, leveraging partnerships with leading Canadian insurance providers to deliver cost-effective, customized solutions. Our commitment to ongoing education and client-centric service has earned recognition from satisfied clients, including professionals and families who rely on our expertise to navigate complex financial landscapes.
Services
Financial Planning
Life Insurance
Disability Insurance
Critical Illness Insurance
Extended Health Insurance
Travel Medical Insurance
RRSPs
RESPs
Segregated Funds
Group Benefits
Details
- Year established: 2011
Highlights and features
- We offer personalized financial plans tailored to your unique needs.
- Our team has over 20 years of experience in financial planning.
- We provide access to a wide range of insurance and investment products.
- Our goal-based approach ensures your financial plan adapts to life changes.
- We prioritize transparency and no hidden fees.
Associations and certifications
- Insurance Council of BC
What people say
Personalized financial plans
Expertise in financial planning
Dedicated service
Knowledgeable professional
Trustworthy advisor
Services
Financial Planning
Our financial planning services create customized roadmaps to help clients achieve short- and long-term goals. We assess retirement needs, risk management, education funding, and tax strategies through comprehensive consultations. With a focus on adaptability, our plans evolve alongside life changes, ensuring sustained financial security for individuals and families across British Columbia.
Life Insurance
We offer diverse life insurance solutions to safeguard families against financial hardship. Our policies provide death benefits, estate planning support, and cash value accumulation options. By partnering with leading Canadian insurers, we help clients select coverage amounts and terms that align with their income, dependents' needs, and long-term objectives.
Investment Products
Our investment services include registered plans like RRSPs and RESPs, along with segregated funds offering principal protection. We help clients build diversified portfolios balancing growth potential with risk management. Through ongoing reviews, we ensure investments remain aligned with evolving financial goals and market conditions.
Group Benefits
We design customized group benefit packages for small businesses, including health, dental, disability, and travel insurance. These plans help employers attract talent while providing cost-effective coverage options. Our solutions accommodate unique workforce needs, including cross-border workers and specialized industry requirements.
Estate Planning
Our estate planning services ensure clients' assets are distributed according to their wishes while minimizing tax implications. We coordinate wills, trusts, and insurance strategies to protect beneficiaries. This includes planning for children's guardianship, business succession, and intergenerational wealth transfer.
People
Barry Soper
Certified Financial Planner
With 24 years in real estate and financial services since 1998, Barry holds multiple certifications including CFP and Certified Health Insurance Specialist. His client-first approach emphasizes personalized solutions and long-term relationship-building.
Questions
What financial services do you offer?
We provide financial planning, life/disability insurance, investment products, RRSPs/RESPs, and group benefits tailored to individual and business needs.
How are you different from other financial advisors?
Our family-owned firm combines 20+ years of experience with personalized service, prioritizing client needs over product sales through multiple insurance provider partnerships.
Do you work with out-of-province clients?
Our services are exclusively for British Columbia residents as required by our licensing agreements and regulatory compliance.
What certifications does your team hold?
Barry Soper maintains Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), and other industry-recognized designations since 1998.
How much does financial planning cost?
We charge hourly rates for standalone advice, while most clients receive planning services at no direct cost through product commissions from insurance providers.
Reviews (1)
Jeff Williamson
Feb 10, 2021
Report
Excellent, attentive and detail oriented service. Barry truly goes above and beyond for his clients and delivers a service that shows his level of care and commitment that's not experienced much these days in business.
