SB Wealth Solutions*

Insurance & Investment Advisors
Vancouver, BC

"We help Healthcare Professionals
and Business Owners create
financial wealth."

Specializing in Financial Wellness Plans for Practitioners since 2011

Retirement Savings Plan

Manage Risk with Insurance: Life, Disability & Critical Illness

Protect Business Overhead Expenses

Health & Dental Plans

Health Spending Accounts

Meet the Team

Our dedicated team is passionate about delivering exceptional service and exceeding client expectations.

We pride ourselves on our collaborative approach, ensuring we provide optimal insurance and investment solutions tailored to the unique needs of our clients.

At SB Wealth Solutions, we prioritize building long-term relationships founded on trust and excellence.

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SB Wealth Solutions is affiliated with Financial Horizons Group –  One of Canada’s leading Managing General Agencies, with over 30 offices and more than 350 employees, focused on servicing advisors with the right opportunities and solutions at the right time.

Sindy Portrait

Sindy Billan

President
SB Wealth Solutions
SBillan Wealth Solutions inc.

Sindy specializes in financial solutions for professionals in the healthcare field. Her 15+ years of experience working with doctors has led her to customize individual solutions for practitioners and their clinics. As an advocate of financial literacy, she is committed to empowering her clients with the best knowledge, tools and products in today’s market to achieve their financial goals. As an investment and insurance advisor since 2003, she holds her license under the regulatory body of the Insurance Council of British Columbia.

Saskia Portrait

Saskia Vermeulen

Principal
Southlands Financial

Saskia Vermeulen is a third-generation insurance broker. Her high ethical standards and the needs of her clients are her top priority as a senior advisor with Southlands Financial. She is a Certified Financial Planner and a Chartered Health Specialist. She also finds time to serve on the Greater Vancouver board of directors for Advocis.

Our Financial Strategies

Insurance for Business Owners

We specialize in Risk Management for the income earner and recognise that solutions which are cost effective and tax efficient are essential to protect the business and the cash flow vital to the continuation of the business.

Lifestyle Planning

It’s time to retire the word “Retirement.” Whatever your plan may be for the next stage of your life, we want to ensure that you have the flexibility and financial means to fulfil these ambitions.

Financial Planning for Women

We know womens’ financial needs are different. We can help women align their priorities with their many responsibilities for their family and work. Starting a plan with specific goals and needs in mind is the first step to a secure future.

kind words

from our valued clients

★★★★★ 5/5
“I have been working with Sindy since graduation from Naturopathic College. With her help saving for my future has been one area of my complicated professional life that I know is taken care of. From day 1, and ongoing, I feel like she has my best interest in mind."
Dr. E.K., Vancouver, BC
★★★★★ 5/5
“I have been saving for just over a year, & I’ve already saved >$14,000. Sindy helped me set up an RRSP & a TFSA. It’s automatically taken out of my account each week, so that I don’t even have to think about it. I’m able to easily access it & make changes to my contributions as needed. Easy peezy! I’m so relieved that I finally started saving for retirement!”
Dr. K.M., Vancouver, BC
★★★★★ 5/5
"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, Vancouver, BC
★★★★★ 5/5
“Sindy and Saskia have helped me navigate the daunting world of insurance, investing, and retirement planning. Retirement planning especially is complicated and full of emotion. They explain everything so clearly and are always there to answer my questions and support me, which takes all the fear right out of it. I’ve been working with Sindy for a decade now and refer to her any chance I get and there’s a reason for that!”
Dr. P.P., Vancouver, BC
★★★★★ 5/5
"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. S.R., Vancouver, BC

Our Product Sponsors

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