sound. independent. advice.
Financial
Our advisors can guide you through the importanct financial decisions including life insurance, long-term care plans, estate planning and investments.
Insurance
Whatever your needs, when it comes to insurance, from house to your vintage vehicle, we can make sure we've got you covered.
Tax
Our advisors will work with you to create tax strategies to meet your needs as well as tax reduction planning.
Group
Your employees are an important part of your business and as such you need to keep them protected for when life happens.
FINANCIAL SERVICESSave- Grow -Protect is our goal. At Valley-Wide you have decades of experience in business and personal wealth management helping you make sound financial decisions. From succession planning and employee benefits to pensions, profit sharing and tax-advantage planning, a Valley-Wide Financial Advisor can help you build financial security for your business. By utilizing planning techniques we can help you grow your assets.
INSURANCE SERVICESWhether you’re buying insurance for your first home or auto, downsizing to a condo from a house, or traveling south for the winter, you don’t have to navigate the maze of insurance options alone. As experienced insurance brokers, we’ve been providing insurance solutions since 1994 in the Fraser Valley and across BC. As insurance brokers, we have access to the best of insurance markets and products. This means we tailor-make our services and products to meet your precise needs. If you’re having a hard time getting coverage, we’ll work with the insurance companies to find a solution that works. Our job is never complete until you are 100% satisfied.
TAX SERVICES
Tax Services
One of the services that are available at Valley-Wide is personal tax return preparation.
Group BenefitsEmployees are looking for a company that is not only concerned about the bottom line but about their well being as well. From convering the basics of dental and prescriptions to coverage of your chiroractic treatments, we at Valley-Wide Group Benefits we can tailor a group plan that will meet your companies needs.
2018 © Valley-Wide Financial Group
