Please Ask Us

If you have an inquiry on a financial matter that is not covered on our site, please let us know and we will gladly put you in the right direction.

Contact Dan Anders directly:

Dan Anders CFP, TEP

Serving Metro Vancouver, the Fraser Valley, and the Okanagan. Experts in insurance, financial, retirement, and estate planning.


Dan Anders uses his 30+ years of experience in this industry, helping put new and seasoned investors at ease knowing that they are working with a trusted professional.

Insurance Planning

Consider our unbiased access to many of Canada’s top insurers and their product solutions to assist you in every step of the way toward a suitable policy(s) to meet all of your needs.

Financial Planning

Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs.

Retirement Planning

Our ability to help quantify your progress toward some of the best years of your life, the ultimate pay-off for your decades of hard work, will surprise and please you in its accuracy.

Estate Planning


Estate planning requires the right vehicles such as trusts, wills, insurance, & optimized corporate structure combined with the prudent selection, balance & placement of investments.

Interact Financial: Our Goals To Serve You Better

Even though we are an independent agency, we maintain:

  • 100% compliance with Canada’s insurance industry regulations.
  • No minimum account size for your investment portfolio, we simply prefer to do business with people whom we like!
  • We are easy to contact. Call, text, or email Dan directly. Or if you prefer, use our social media profiles.
  • As an independent agency our number of clients remains low so that we can provide optimal service to you!
  • We enjoy what we do, and are willing to meet with you wherever and whenever most convenient for your schedule.

Designations and Associations

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