Business Financial Planning Services

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


Our business financial planning process starts with three important steps:

  1. Clarify your present financial situation
  2. Identify financial and personal goals and objectives
  3. Identify financial problems

After your financial planner thoroughly explores each step, you’ll receive written recommendations, including alternative solutions for implementing the right financial strategy for your business. After your financial plan is approved and implemented, we’ll conduct periodic reviews and revisions to your plan to ensure you remain on the right track to financial growth and security.

Security Planning
Plan for corporate financial security with help from an experienced Valley-Wide financial planner. Our business financial planning services include buy/sell agreements, key man insurance, business succession planning, employee benefit programs and more.
Investment Planning
From group RRSPs to pension programs and profit sharing, Valley-Wide offers complete investment planning services for businesses. Learn more about Valley-Wide Investment Planning.