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Helping You build wealth.

Testimonials

“My experience with Sindy has been nothing but positive. Her professional expertise with health professional, and committed nature provides confidence and ease such that I have referred my colleagues to her. I would not hesitate to refer any health care practitioners to her.”

Dr. Shamira Rahim
Clinic Director
evolve Nurturing Vitality

“I have had the sincere pleasure of working with Sindy Billan. She has been so great for my understanding of financial concepts like insurance and investments. Like many others, I had shyed away from money matters because it seemed a daunting task knowing where to even begin. Sindy has taught me to respect my money and my future needs and to be responsible enough today so that I have security now and then. She has set in place life insurace plans, disability, and critical illness – all very important for me as a naturopathic physician. We have also comfortably grown my investments over the last three years. Most importantly, Sindy has kept me up to speed about what goes on in the markets and she is always educating me on when we need to make changes that are in my best interest. I feel so taken care of and I don’t need to worry about my financial security thanks to Sindy. She’s help me put that part of my life into place.”

Dr. Bobby Parmar
Naturopathic Physician

“Sindy Billan has been very helpful with both my business and personal financial needs. Over the years, she has helped me set up my disability, business overhead and critical illness insurances which are important for me as I am independently employed. She has also spent many hours with my husband and I setting up our life insurances and RRSPs. Sindy is always very quick to respond to any questions that I have and is very knowledgeable about the insurance needs of practitioners in my profession. As a new and working mother, I am most appreciative of Sindy’s flexibility as to where and when we can meet as my time is very limited. It has been a pleasure working with Sindy and I will continue to work with her as my personal and professional needs evolve over the years.”

Dr. Giselle Chamberlain
Chiropractic Doctor

“I feel extremely confident having Sindy Billan as my family’s financial advisor. She is very knowledgeable with regards to all financial concepts and information, bringing us up-to-date and current market information on a regular basis. Additionally, she is reliable and accommodating to our financial needs, which is very important because our financial circumstances are diverse and variable. I find it tremendously reassuring to have the trust in Sindy to advise us in our financial matters.”

Rani Dusanj
Registered Nurse (RN) for BC Women’s Hospital

“On behalf of the Boucher ND Community I would like to thank Sindy Billan for the financial education she provides to our Practice Management Program.”

Ian Johnson, Ph.D., Boucher Institute of Naturopathic Medicine

“Sindy Billan came into our office in order to provide some introductory information on financial planning for retirement and beyond. Sindy’s positive attitude and friendly demeanour put our staff at ease immediately. Her presentation was insightful and well researched in order to provide relevant information regarding our staff retirement plan, as well as general financial planning goals for those attending. Since her first presentation, we have had her return to complete a follow up presentation, and will likely have her in again to continue the lunch and learn series.”

Kimberly Holden
Central Services Supervisor for Harris & Company

“When we started our business, we had contacted and met with several companies to see how they could help us with our business insurance needs. By chance, we met Sindy while attending the Northwest Naturopathic Physicians Conference. We then arranged to meet with her to go over life and business insurance options. We could not be happier to have chosen to work with Sindy. She was by far the most approachable, understanding, and dedicated to really listen to us, and provide us with the types of insurance products we needed for our business at the best price. She is great at communicating promptly and genuinely cares about us and our growing business. We look forward to continuing to work with her in planning for the future as our business expands.”

CareMed Integrative Health Centre

“Sindy Billan has provided me with financial freedom by taking care of my financial needs with positive results. Her personal caring attitude is her greatest assets alongside her professional expertise in keeping me apprised of my financial portfolio. Constant feedback of the current economic market and meeting my own personal financial goals has given me “peace of mind” and reflects the personal special touch of having my own financial advisor who cares. Sindy is unique in providing the best for her clients and her efforts, support and results are first rate.”

Vickey Sahota
MA in Education – Teacher and Vice Principal Summer School for the Vancouver School Board

   “AMAZING . THANK YOU FOR ALL YOUR HARD WORK.  I love the syllabus that you developed for both the classes you are teaching !  You are amazing and I think we would all benefit from allowing you to help us get our financial house in order.”

Dr. Jordana Aziz, Professional Development Coordinator, Boucher Institute for Naturopathic Medicine