Our 7 Pillars Approach

Our 7 Pillars Approach

Puts every piece of your financial puzzle together as your life unfolds and your needs evolve.

7 Pillars
Risk Management

Risk Management

Are your family, lifestyle, and business adequately protected against critical financial events? These events can affect your finances, either now, or in the future and we help you prepare for such events so you can achieve your financial and lifestyle goals.

Tax Management

Tax Management

Tired of paying so much tax?  Your personal tax is your #1 expense. Discover how you can take advantage of our custom-designed wealth enhancement structures that focus on minimizing tax and maximizing your wealth.

Income Planning

Income Planning

Do you have a clear picture of the income you are planning to spend in retirement?  Are you on track?  If you are like most successful entrepreneurs, you will never really retire. That is precisely why we are here - to guide you to find your GPS# so you can confidently transition to your work-optional lifestyle when the time is right for you.

Investment Strategy

Investment Strategy

Are you confident that you have the best investment strategy in place?  Are your investment accounts structured for maximum efficiency from the standpoint of tax, risk, and performance? You can rely on our CanTrust Financial Wealth Team to develop your personalized strategy which integrates your goals, investment objectives, risk tolerance, time horizon, liquidity needs, asset allocation, and diversification.

Business Succession

Business Succession

Do you have a clear vision for your business succession?  To whom? When? How much?  It takes planning and it is never too soon to create the clarity you need for your most rewarding succession results.

Family Legacy

Family Legacy

What does your legacy look like?  Do you have a clear plan?  Our CanTrust Financial team of professionals will collaborate with you in managing your wealth so that your legacy is passed on in the way you desire, for leaving your legacy to your children, grandchildren, or valued charity.

Value-Added Services

Value-Added Services

How do you find the right solutions to deal with the many unanticipated situations that may arise for you and your family?  Our team of professionals will work with you to prepare for what is ahead and will educate you through webinars, presentations, expert resources, and by answering questions to ensure that you can connect the dots between financial concerns and the strategic solutions that resolve them.

Health Plans

Health Plans

With more than 25 years’ experience in managing health benefit plans for hundreds of companies, we understand how to eliminate expensive under-used benefits and incorporate new flexible features which improve coverage, so that your plan is an effective and cost-efficient solution for you, the employer.

The Best Plan

The Best Plan

Could the value of your existing plan be improved for both you and your employees? Whether you are a large multi-tiered organization with 1,000 employees, a small business operation with 3 to 25 employees, or somewhere in between, our advisors provide exceptional professional support.

Custom Solutions

Custom Solutions

Our expertise is in providing tailored solutions to achieve the most affordable and flexible benefits plan available for you and your staff. We will work with you to develop a plan that is financially sustainable and will enrich the value you provide for employees.

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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