Interact Financial

Welcome to Interact Financial

Secure Your Financial Future with Certainty

Customized Financial Planning, Wealth Management, and Estate Planning Services

Proven

Approachable

Responsible

Trustworthy

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.

Your Interact Financial Process

Your Ultimate Financial Plan Awaits

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.

1983

1987

1999

2021

Founder Dan Anders Enters the Financial Planning Industry

Beginning with the end in mind! Established with the mission.

Achieving Our First Major Client Milestone

This makes the beginning of trusted relationships with many long-term valued clients.

Relocation from Alberta to the West Coast and maintaining Alberta clientele

Expanded service offerings to include comprehensive wealth management, retirement planning, and estate planning. This allowed Interact Financial to cater to a wider range of client needs and provide holistic financial solutions.

Embracing Digital Transformation

Implemented advanced digital tools and platforms to enhance client experience. This transformation made financial planning more accessible and convenient, enabling clients to access to their investment accounts online, and innovating additional enhancements to come.

1983

Founder Dan Anders Enters the Financial Planning Industry

Beginning with the end in mind! Established with the mission.

1987

First Major Client Milestone

This makes the beginning of trusted relationships with many long-term valued clients.

1999

Relocation from Alberta to the West Coast and maintaining Alberta clientele

Expanded service offerings to include comprehensive wealth management, retirement planning, and estate planning. This allowed Interact Financial to cater to a wider range of client needs and provide holistic financial solutions.

2021

Digital Transformation

Implemented advanced digital tools and platforms to enhance client experience. This transformation made financial planning more accessible and convenient, enabling clients to access to their investment accounts online, and innovating additional enhancements to come.

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.

“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.

OUR TESTIMONIAL

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