Business Details
9 Years
experience
Trusted Financial Advisers in Port Alberni, BC
At Ability Wealth Management, we believe financial planning should center on your life goals, not just numbers. Founded on principles of integrity and compassion, our approach combines decades of industry expertise with personalized service to help clients achieve financial security while maintaining their quality of life. Our team of certified professionals specializes in creating holistic strategies that integrate tax planning, estate management, retirement solutions, and insurance products tailored to individual needs.We prioritize client education and transparency, ensuring every decision aligns with long-term objectives while maintaining compliance with the highest ethical standards in the financial services industry.
Services
Financial Planning
Disability Tax Credit
Insurance Solutions
Investment Management
Estate Planning
Retirement Strategies
Details
- Year established: 2017
Highlights and features
- 20+ years of financial services experience with certified expertise
- Personalized approach prioritizing client life goals over generic solutions
- Certified professionals maintaining strict ethical standards
- Holistic financial strategies integrating tax, estate, and retirement planning
- Community-focused service with personalized client communication
Associations and certifications
- CFP (Certified Financial Planner)
- CHS (Certified Health Insurance Specialist)
Services
Financial Planning
Our comprehensive financial planning service creates personalized strategies integrating tax optimization, retirement preparation, and estate management. We analyze your complete financial picture to develop actionable plans that align with your life goals while maintaining current lifestyle quality. Our certified advisors provide ongoing portfolio management and regular progress reviews to ensure long-term success.
Disability Tax Credit
We help clients access underutilized disability tax credits through expert application assistance. Our specialists evaluate eligibility, complete required documentation, and coordinate with medical professionals to maximize potential refunds. This service includes retroactive claims assessment and ongoing compliance support to maintain qualification status.
Insurance Solutions
We offer customized insurance products including life, disability, and critical illness coverage from top Canadian providers. Our independent advisory approach compares multiple options to find optimal protection at competitive rates while ensuring policy terms match individual risk management needs and financial objectives.
Investment Management
Our investment strategies combine mutual funds, segregated funds, and retirement savings plans tailored to client risk profiles and timelines. We use rigorous selection criteria and ongoing portfolio monitoring to maintain alignment with evolving financial goals while optimizing tax efficiency and estate planning considerations.
Estate Planning
We develop comprehensive estate plans that minimize tax liabilities and simplify asset distribution. Our services coordinate with legal professionals to ensure wills, trusts, and beneficiary designations effectively transfer wealth according to client wishes while maintaining compliance with current tax regulations.
People
Brittany Larsen
Certified Financial Planner
With 20+ years in financial services, Brittany holds CFP and CHS certifications. She specializes in creating personalized financial strategies while maintaining strict ethical standards. Her approach focuses on client education and holistic wealth management solutions.
Questions
What financial services do you specialize in?
We specialize in retirement planning, tax optimization, estate strategies, disability tax credits, insurance solutions, and investment management tailored to individual client needs.
Are you certified financial professionals?
Yes, our lead advisor holds Certified Financial Planner (CFP) and Certified Health Insurance Specialist (CHS) designations with 20+ years of industry experience.
How do you approach client financial planning?
We use a holistic approach integrating tax, estate, and retirement planning while prioritizing client life goals and maintaining transparent communication throughout the process.
Do you serve clients outside Port Alberni?
While based in Port Alberni, we serve clients across Vancouver Island and British Columbia through personalized virtual and in-person consultations.
What makes your services different from other advisors?
Our client-first philosophy focuses on aligning financial strategies with life goals rather than selling products, emphasizing education and long-term relationship building.
