How We Work

We have a well-defined proprietary process which enables us to efficiently focus on your goals and priorities.

Introductory FIT Call

Introductory FIT Call

This initial 15-minute call with an advisor gives us both a chance to see if your needs align with our expertise. We will get to know each other and will answer any questions you may have to see if there is a good fit for us to work together.

The Discovery Meeting

The Discovery Meeting

This meeting allows us to learn more about your situation, what is most important to you and your family, and the purpose of your money. We will identify any challenges you may be facing, and opportunities unique to your situation and circumstances.

Strategy Meeting

Strategy Meeting

Having reviewed your financial picture, and which of the 7 Pillars require immediate focus and attention, we then present the most effective strategies for minimizing tax and maximizing your wealth.

Implementation Meeting

Implementation Meeting

A strategic wealth plan is just a document until the strategies are implemented. Our team will assist you and support you every step of the way as we deploy each strategy in sequential order.

Your Wealth Wise Journey

Your Wealth Wise Journey

Our team of experienced professionals are dedicated to simplifying, organizing, and coordinating all aspects of your financial picture as we guide and support you on your Wealth Wise journey toward your work-optional lifestyle.

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.
More Testimonials

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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