Business Details
Your Trusted Financial Partner in Delta, BC
Anchor Point Financial is a dedicated team of certified financial professionals committed to delivering personalized wealth advisory services. With decades of combined experience, we specialize in creating tailored financial strategies for professionals, entrepreneurs, and families. Our expertise spans financial modeling, investment management, insurance planning, and estate legacy solutions, ensuring clients achieve both short-term objectives and long-term security.We leverage advanced technology for virtual collaboration while maintaining a strong emphasis on proactive follow-up and client education. Our team's certificationsincluding CFP, CPA, and CLUdemonstrate our commitment to industry excellence and ethical financial stewardship.
Services
Financial Modeling
Investment Management
Insurance Planning
Estate Planning
Virtual Consultations
Highlights and features
- We offer CFP-certified advisors with over 20 years of combined financial planning experience.
- Our virtual platform provides convenient, secure client collaboration from any location.
- We implement a proprietary follow-up system to ensure timely execution of financial plans.
- Our team holds advanced certifications including CPA, CLU, and TEP designations.
- We specialize in serving professionals and entrepreneurs with complex financial needs.
What people say
Proactive approach
Timely responses
Technical expertise
Client-focused service
Long-term planning
Services
Financial Modeling
Our financial modeling service creates customized visual representations of your financial goals. We conduct comprehensive assessments of your current financial status and future objectives, then develop detailed projections to guide decision-making. This service helps clients understand potential outcomes of investment choices and life changes while maintaining flexibility for evolving circumstances.
Investment Management
We collaborate with wealth managers to optimize investment strategies aligned with your financial goals. Our approach combines market analysis with personalized risk assessment to create diversified portfolios. Regular reviews ensure your investments remain aligned with changing life circumstances while maintaining focus on long-term growth and security objectives.
Insurance Planning
Our insurance planning service identifies appropriate coverage to protect your assets and loved ones. We evaluate life, disability, and critical illness insurance needs while considering tax implications and estate planning goals. The process includes policy reviews, gap analysis, and recommendations tailored to your specific financial situation and family requirements.
Estate Planning
We develop comprehensive estate plans to ensure your assets are distributed according to your wishes. Services include will reviews, trust establishment, and tax-efficient transfer strategies. Our approach coordinates with legal and tax professionals to create seamless succession plans that protect family wealth across generations while minimizing administrative complexities.
Virtual Consultations
Our virtual platform enables secure financial consultations from any location. Using encrypted video conferencing and document sharing tools, we maintain the same level of service quality as in-person meetings. This service includes digital plan reviews, electronic document signing, and real-time collaboration features while maintaining strict data privacy standards.
People
Chad Wilson
Principal
Certified Financial Planner with over 15 years of experience serving professionals and entrepreneurs. Holds CFP, CLU, and FEA designations. Specializes in comprehensive financial planning and estate strategies.
Martin Spedding
Partner
BA graduate with extensive experience in financial advisory services. Focuses on investment strategies and retirement planning for high-net-worth individuals and business owners.
Nick Parnell
Partner
CFP-certified advisor specializing in wealth management for professionals. Brings technical expertise in tax-efficient investment structures and long-term financial planning.
Sanju Sukul
Partner
CPA, CA and CFP professional with expertise in complex financial situations. Specializes in tax planning integration and estate preservation strategies for entrepreneurs.
Ryan Gibson
Associate Advisor
BSc graduate supporting financial planning services for emerging professionals. Focuses on early career financial strategy and investment education.
Questions
What financial planning services do you offer for professionals?
We provide comprehensive services including financial modeling, investment management, insurance planning, and estate strategies tailored to professionals' unique needs.
Can I access services virtually from outside Delta?
Yes, our secure online platform enables full-service access from any location while maintaining the same quality as in-person meetings.
How do you support entrepreneurs' financial needs?
We specialize in business succession planning, tax-efficient structures, and wealth preservation strategies specifically designed for entrepreneurs' complex financial situations.
What makes your follow-up process unique?
Our proprietary system ensures timely execution of financial plans through regular check-ins and automated task tracking while maintaining personalized communication.
How do you handle complex estate planning?
We coordinate with legal and tax professionals to create customized estate plans using trusts, wills, and tax-efficient transfer strategies for multi-generational wealth preservation.
