It takes planning to ensure you reach your objectives, whether your need is life, health or disability insurance, funding for your retirement, or tax minimization and estate preservation. We are here to listen and guide you every step of the way. VanFraser Financial Services Inc. was started in 1982 and is a team that is dedicated to helping you reach your financial goals. We are a consistent, reliable and professional source of product and industry information, and we provide clear, creative and straightforward solutions for your personal and business needs.
Brien founded VanFraser Financial Services Inc. in 1982 and it has grown exponentially since its inception.
Brien has seven years of management experience with one of the leading insurance companies in Canada who also recognized him as one of their top-performing advisors in the Fraser Valley Region. He consistently qualifies for the Million Dollar Round Table and focuses on providing exceptional client service and industry knowledge to each of his clients.
Jordan has been helping clients meet their financial goals since 2007. One of the most important lessons he has learned is that becoming a great financial security advisor is all about understanding client needs and recognizing that everyone’s economic and life situation is unique. Whether your current situation requires financial security with a growing family, using tax-efficient corporate insurance strategies or planning for retirement, Jordan has the knowledge and resources to help you make the best decisions possible.
Jana began her career in the financial industry eighteen years ago; with experience in the banking, accounting and investment sectors.
She is happy to bring her experience and expertise to the VanFraser team.
Our mission is to build a financial security plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.
Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.
We'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.
We know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact us and we can set up a time to meet. We can discuss our services, review your specific needs and address any questions you may have. Contact today.