Are you looking for long-term business success?

There are many facets of running a business, let us help you support the success of your business in the long term. We promise to deliver strategies that will protect your practice, clinic or corporation from unforeseen circumstances that can dramatically alter the prosperity and sustainability of your company.  We specialize in Risk Management for the income earner and recognise that solutions which are cost effective and tax efficient are essential to protect your business.

  • Disability Insurance

  • Business Overhead Insurance

  • Life and Critical Illness Insurance

  • Long Term Care Insurance

  • Health spending accounts

  • Extended Health & Dental Plans

  • Key-Person Funding

  • Buy/Sell Funding

  • Group Retirement Savings Plans

Financial Planning for Families

We strive to build a long term relationship with you and your family to secure your financial future through the many stages of life.

SB Wealth Solutions “5 Step Plan” to financial wellness is a holistic approach to managing risk & creating wealth through integrative strategies which connect work and lifestyle goals.

1

Establish specific financial and personal goals

2

Evaluate expenses, budget and cash flow

3

Identify risks and challenges

4

Develop realistic solutions

5

Implement strategies

Let us help you create wealth solutions

Contact Info
Sindy Billan SB Wealth Solutions

#2000 - 1500 W Georgia St.

Vancouver, BC, V6G 2Z6
sindy@sbwealthsolutions.ca
+1.604.618.0482
+1.604.687.7773
+1.604.687.0242
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