President, SB Wealth Solutions
SBillan Wealth Solutions Inc.
Investment and Insurance Advisor .
Sindy Billan, the president of SB Wealth Solutions, is an investment and insurance advisor affiliated with Customplan Financial Advisors Inc. She maintains licenses in the provinces of Alberta and BC for the sale of investments, life, and health insurance products. She is a member of Advocis, the Financial Advisors Association of Canada.
Sindy began her career in the financial service industry in 2003 and has established a practice built on helping families and business owners in preparing their financial future. She brings a unique, holistic approach to financial advising, taking into consideration the priorities of west-coast residents, the connection between health & wealth, and the necessity of a work-life balance. Sindy specializes in financial solutions for professional members of the health and wellness community, including Naturopathic Doctors, Chiropractic Doctors, Registered Massage Therapists and Chinese Traditional Medicine Practitioners, creating customized solutions for their individual practices and clinics.
As an advocate of financial literacy, Sindy has engaged in numerous speaking presentations that promote financial education. She has created and presented a series of Lunch & Learn Sessions at multiple businesses in the downtown area, and conducted seminars at BINM, Boucher Institute of Naturopathic Medicine. Sindy continues to write articles for the British Columbia Naturopathic Association (BCNA) Quarterly Bulletin and is an annual exhibitor/sponsor at the BCNA and Northwest Naturopathic Physician Convention (NWNPC) conventions. Sindy is proud of her distinct approach to financial advising and education and is committed to empowering her clients with the best knowledge, tools, and products to achieve their financial goals.