clarify your situation
identify your goals
implement your plan

We are dedicated to helping you
save, grow &
protect your
wealth

Our advisors will consult, 
layout a plan and help you
achieve your
goals

Personal tax return preparation
Quick

Affordable and
Accurate

A Good Financial Advisor Helps You Do Three Important Things:
save • grow • protect

Gain peace of mind knowing you’ve got an experienced Valley-Wide financial advisor managing your money and helping you plan for the future. Our financial advisors serve the personal and business asset management needs of clients throughout BC, helping them save, grow and protect their wealth.

mutual
funds

Our advisors are here to help you lay out a complete plan so you can achieve your financial goals.

Business
Planning

From succession planning and employee benefits to pensions, profit sharing and tax-advantage planning, a Valley-Wide financial advisor can help you build financial security for your business.

Personal
Planning

A Valley-Wide financial advisor can guide you through important financial decisions including life insurance, long-term care plans, estate planning and investments.

Income
Tax

Our tax team provides personal tax preparation, tax strategies and tax reduction planning.

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 Mutual Funds

Mutual Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.

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 Business Planning

Valley-Wide Financial Corp. offers comprehensive business financial planning services for corporate clients in Vancouver, Abbotsford and throughout BC.

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Personal Planning

Save on taxes, protect your wealth and grow your investments with personal financial planning assistance from Valley-Wide Financial Corp.

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Income Tax

We pride ourselves in helping you take advantage of the many tax saving opportunities that are available.

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