Guiding Business Owners And Professionals Toward Their Work-Optional Lifestyle
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We Are Here To Help

We Are Here To Help

We offer a no-obligation 15-minute introductory call to learn more about you, your goals, and your values, while sharing a bit about our process and philosophy. The goal of this first meeting is to mutually assess whether our firm is a good fit for your needs.

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Who We Serve

Who We Serve

We recognize that we are not all things financial to all people, but we are all things financial to a select group of successful business owners and professionals looking to minimize their tax burden and greatly enhance their wealth.

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What We Do

What We Do

We work with you to take advantage of some well-designed and refined structures that focus on significantly increasing and protecting personal wealth. That is why we developed the proprietary Wealth Wise FORMula which has a process that allows us to efficiently focus on your goals and priorities.

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How We Help

How We Help

We have developed and refined a process that puts all the pieces of the financial puzzle together and we call it the Wealth Wise FORMula. This proprietary process bridges the gap between what matters and what we can control.

Matters Control

After understanding your goals and priorities, we set out to help you achieve them. We will regularly review and re-evaluate what is important to you as life unfolds and your needs evolve, adjusting when required.

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Our Team

Our Team

Meet the dedicated people behind CanTrust Financial.

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What Clients Are Saying

The CanTrust team has helped me set up a long-term strategy that over 10 years will provide for a secure future for me and my family through life insurance, investments of company profits and benefits for my staff.
Mike Seymour
Owner, MSR Solutions Inc.
Looking at what Simon and his team have done, I have a much better picture on where we are at financially should something unthinkable happen, and we're growing our net worth faster than would have ever done on our own.
Trevor McGregor
Trevor McGregor Coaching
Simon has built a wonderful team and over the years I have come to know and work with the other team members at CanTrust. They are truly knowledgeable, professional, responsive and have a great sense of humour.
Marvin Kale
Kale Enterprises Ltd.
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CanTrust Financial Services Inc.
#205 - 3237 King George Blvd., South Surrey, B.C., V4P 1B7, Canada
604-664-8900   |   info@cantrustfinancial.ca

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