Interact Financial

Welcome to Interact Financial

Secure Your Financial Future with Certainty

Customized Financial Planning, Wealth Management, and Estate Planning Services

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ABOUT US

Interact Financial

At Interact Financial, we are committed to helping individuals and families across Canada achieve their financial goals with confidence. With over 40 years of experience in financial planning in Canada, we offer personalized service that is tailored to your unique needs. My approach is rooted in transparency, integrity, and a deep understanding of the financial landscape, ensuring that you receive the most effective and relevant advice.

I have a particular focus on comprehensive financial planning, wealth management, and estate planning. I believe in building long-term relationships with my clients, providing ongoing support and guidance to help you navigate your financial journey with clarity and assurance. Trust Interact Financial to be your partner in achieving financial security and prosperity.

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Your Interact Financial Process

At Interact Financial,
we guide— you decide.

Effective Solutions To The Problems of Excess Taxation, Estate Preservation, and Business Succession

Your Customized Financial Roadmap

We will design a financial plan tailored to your unique needs and future goals.

Turning Plans into Action

Let's transform your financial aspirations into achievements. We'll guide you to build wealth and ensure your financial security.

Stay Aligned with Your Goals

We will continuously monitor your progress. You'll have a clear view of your advancement on your path to financial success.

Get Started

1983

1987

1999

2021

DAN ANDERS ENTERS FINANCIAL PLANNING

Dan Anders enters the financial planning industry, setting the stage for a journey driven by client needs.

BUILDING TRUST: FIRST MAJOR CLIENT MILESTONE

Marking a milestone of trust, we nurtured relationships with successful families, small business owners, and their trusted advisors.

EXPANDING FROM ALBERTA TO THE WEST COAST

Responding to client needs across regions, we expanded our offerings to ensure our clients receive holistic financial solutions.

EMBRACING DIGITAL TRANSFORMATION

Pioneering digital accessibility, we empowered clients to manage investments online, pioneering new ways to enhance their financial journey.

OUR EXPERIENCES

Why Interact Financial Stands Out?

Partnering with Interact Financial means aligning with a dedicated professional committed to your financial success. My personalized, transparent, and expert approach ensures you have the support and guidance needed for a confident financial journey.

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Ready to Achieve Financial Success?

Begin your journey to financial success with Interact Financial. Schedule your complimentary consultation today and work with me as your expert financial planner in Canada to guide you towards achieving your financial goals.

  • Call us at +1 (604) 318-9161
  • Conveniently located in Metro Vancouver
    Servicing all of BC, AB, and NWT

“We Guide, You Decide”

OUR SERVICES

Discover Exceptional Financial Planning

My comprehensive financial planning services are tailored to help you build, manage, and safeguard your wealth.

View All Our Services

Wealth Management

Expert investment management to grow and protect your assets.

Retirement Planning

Holistic plans designed to ensure a secure and fulfilling retirement.

Estate Planning

Strategic estate planning to preserve and protect your legacy.

Insurance Solutions:

Customized insurance plans to manage risks and secure your financial future.

OUR TESTIMONIAL

Thanks for your mail explanation to my CII plan. Frankly speaking, I appreciate your professional knowledge and excellent service. Acutally I started to buy my first life insurance since 1996 when I was 30 years old, you may see that it was a quite advanced sense in China at that time. I met a lot of people working in insurance company, including China and Hongkong, but you are the first person who teachs me what is "Insurance", and why we need it. Thanks to God let me have an idea to buy insurance in Canada, and also thanks to David let me know you.
ML, North Vancouver, BC
I really like Dan's patient and thorough approach. We were in the room for 2 1/2 hours while going over every detail and question that my clients could possibly ask. The financial planning process made this decision easy for them. Every point came back to what the plan clearly laid out as a requirement for their goals.
RH, Vancouver, BC
I want to take a minute to highlight how impressed I am with how you’ve done such a great with my clients, the {….} family! To get a response from their son that he really likes your plan is a huge step forward from my initial meeting with him last year. You have added massive value to the relationship and created a solid anchor. Thank you for your comtinued partnership.
RH, Vancouver, BC
Now that I have successfully concluded the sale of my business, I would like to sincerely thank you for your very competent help and advise with my investments. Our family is very impressed by quality of your support team we had the opportunity to meet, in particular Brodie Mulholland for estate planning and Dan Anders your insurance specialist.I have taken their advise to heart and started the necessary steps to ensure that the transfer of the estate after my passing will be as smooth and economical as possible. As laws change, I am hoping that we will again benefit from their service.
BB, White Rock, BC
Early this week Dan and I had our second meeting with tow of my VIP clients. I just wanted to drop you a note to express my appreciation and respect of Dan’s abilities as our in-house estate planner. The clients are very sophisticated financially, in fact he headed up University of {…}’s Law Faculty for many years, and was a founding partner with {…….& Co.}. Dan was able to assess the client’s situation with a knowledge and confidence that really resounded with my clients.
EP, Vancouver, BC
Thank you for your patience and understanding as we finalized the above gift. I was away from the office when the cheque and related materials actually arrived. To the best of my knowledge everything was handled satisfactorily. Let me confirm our openness to working with you in the future, should a client of yours wish to make a gift to us. The professional manner in which you handled this transaction served to build trust and confidence in you and the company you represent.
PB, Toronto, ON
I was very impressed by the concise manner Dan dealt with my estate planning. You were efficient, to the point and very experienced in conducting your business. You were attentive to my concerns and addressed them in your recommendation. I was particularly impressed by the excellent sense of responsibility you demonstrated in the way you handled the higher amount of the first year insurance premium. I am truly grateful for the work you have done in settling the matter and hope that it will not have any negative rebound on you. I felt valued as a client and have been given the best treatment that any client can ever receive.
VL, North Vancouver, BC

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PHONE

604-318-9161

EMAIL

dan.anders@interactfinancial.ca

Location

Conveniently located in Metro Vancouver
Servicing all of BC, AB, and NWT

PHONE

1(604)-318-9161

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