Home | The Financial Advocates Inc.

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Established Family

Families with older children need a wise cash flow management plan.

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Young Family

A wise financial strategy keeps a family on track during all the "growing-up" years.

Your Child's Education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

Chart Your Course to Financial Success

With The Financial Advocates Inc., you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.

With The Financial Advocates Inc., you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial strategy, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.

Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.

We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.

At The Financial Advocates Inc., we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

We’ll work hard to earn your trust.

We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and your financial future.

Hitting Your Financial Goals—Despite Economic Uncertainty

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June 9, 2025

Let’s be real—there’s always something going on in the world that makes you question if now is the right time to invest or save. One minute it’s inflation, the next it’s interest rate …

Are You Missing the Mark on Retirement Planning?

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June 9, 2025

Here’s the thing—many Canadians are great at setting money aside in their workplace retirement plans. But when it comes to actually figuring out how much they’ll need in retirement and whether they’re on …

The Unexpected Reality of Eldercare

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June 9, 2025

Scott Havens* is the kind of guy everyone wishes they had in their life. At 35, he’s the go-to mechanic in Vancouver who never hesitates to lend a hand—whether it’s helping a buddy …

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