I was particularly impressed by the excellent sense of responsibility you demonstrated in the way you handled the higher amount of my first year’s insurance premium required. I am truly grateful for the work you have done in settling this matter.

Mrs. V. L.Client

Dan is creative and a well-educated Estate and Financial Planner. He is very productive, often handling multiple cases at once. We have found him to be an inspiring strategist, and his expertise in this area has helped our team move beyond sales to offer a deeper wealth management experience to our clients.

JRInvestment Advisor

Our team wholly embraces comprehensive wealth management through investment management, financial planning and estate planning. Dan’s expertise and experience with insurance is a great addition to our complete services offering with his risk management analysis. His services provide many opportunities that promotes growth within our business and encourages stability in relationships with our clientele. He is responsive, professional, and courteous in all client service he has undertaken on our behalf.

ATCertified Financial Planner

Since 1983.

Established.

Friendly.

Reliable.

Responsive.

Interact Financial serves clientele throughout British Columbia and Alberta. We are experts in investments, insurance, estate, and financial planning.  

Planning for Business Owners

Check our new section “For Business Owners“, in “Our Services” where we’ve made it easier for business owners to find out how Interact Financial’s services can help you.

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Looking for Term Life Insurance or thinking of renewing your current policy?

Call Interact Financial toll free at
866-362-2316 or direct at
604-362-2316 to find out how you can save money and get better rates.