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Personal Advisor

VP Financial offers wealth management and wealth protection services to our membership.

Though our partnership with G&F Financial Group and Aviso Wealth Inc., we provide access to a full array of insurance solutions and investing solutions. Partnering with an accredited Wealth Management expert is one of the smartest financial decisions you can make, but knowing where to start can be overwhelming. Beginning with a customized wealth plan – our experts will recommend protection solutions and investment vehicles that align with your financial goals and your investment style. Please meet our personal advisor team by clicking HERE!

For more information or to get started on your path to a bright, empowered financial future, please contact us today by phone at 604 683 2434 or by email at [email protected]

Wealth Management Solutions Available

Investing options:
• Stocks and bonds*
• Exchange Traded Funds (ETFs)*
• Segregated Funds**
• Mutual Funds*
• Discretionary managed solutions (OnPointTM Managed Portfolios*)

Solutions that give you control of the commissions you pay:
• OnPointTM Fee Based Accounts*

Insurance Options**:
Living benefits insurance
Life insurance

Whatever your life stage or goal, we have the solutions to get you to where you want to be. For more information please give us a call at 604 683 2434 or email us at [email protected].

* Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. OnPoint Managed Portfolios are distributed by Credential Securities. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds are offered through Credential Asset Management Inc.

** Offered through G&F Financial Group Insurance Services Ltd. is a wholly-owned subsidiary of G&F Financial Group. Insurance products are underwritten by certain licensed insurance companies and are only available throughout British Columbia, Canada

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