Choosing a certified financial planner British Columbia residents can trust is one of the most important steps toward long-term financial clarity and security. At Interact Financial, we help individuals, families, and business owners build strong financial strategies designed to align with their goals, values, and lifestyle. With a certified, fiduciary-level advisor by your side, you gain guidance that is reliable, transparent, and fully focused on your best interest.
Whether you are preparing for retirement, optimizing your investments, minimizing taxes, or planning your estate, our mission is simple: deliver personalized support and expert strategies through a certified financial planner British Columbia clients can rely on with confidence.
Our planning process is designed to help you organize your finances, reduce financial stress, and
make strategic decisions that support long-term success.
We help you create a sustainable retirement plan that includes income projections, tax strategies, investment choices, and lifestyle goals.
As a certified financial planner British Columbia, we create diversified investment strategies tailored to your risk tolerance, goals, & long-term financial needs.
We help you understand how taxes impact your income, investments, and retirement. Our strategies help minimize tax exposure without compromising growth or security.
From wills to trusts to inheritance planning, we help you align your estate goals with your overall financial strategy.
We review your insurance needs including critical illness, life insurance & disability protection to help you make informed decisions about safeguarding your future.
For business owners, we provide guidance on cash flow, growth planning, retirement structures, and succession strategies.
We begin by understanding
your financial goals,
concerns, and long-term
plans.
We evaluate your budget, savings, investments, insurance, and long-term obligations to provide a complete financial overview.
Your certified financial planner British Columbia creates a detailed strategy aligned with your priorities.
We help you confidently take action on your financial plan, providing ongoing education and support.
As your life evolves, we refine and update your strategy to stay aligned with your goals.
Expert guidance begins with one conversation. Start working with a certified financial planner British Columbia families, professionals, and retirees trust for clear, unbiased advice.
Take the next step toward financial peace of mind.
Speak directly with a certified financial planner committed to your goals.
Let us help you build a stronger financial future—one informed decision at a time.
A CFP® provides expert guidance on retirement, investments, taxes, insurance, estate planning, and overall financial strategy.
A certified financial planner British Columbia offers region-specific knowledge, fiduciary guidance, and unbiased advice tailored to BC residents.
CFP® professionals must meet strict education, training, and ethical standards, ensuring a higher level of expertise.
Retirement planning, tax planning, wealth management, insurance guidance, and estate planning.
They are required to put clients’ interests first at all times.
Absolutely. They help you build, adjust, and manage investments based on your goals and risk tolerance.
Our recommendations are unbiased and fully focused on your long-term success.
We assist with wills, trusts, beneficiary planning, and inheritance strategy.
We offer flexible virtual consultations.
Call 604-318-9161 or schedule a consultation through our website.
