FocalPoint Financial Group Inc. is an independent financial advisory firm located in Kelowna, BC.
Our primary objective is to provide you with holistic advice that identifies and achieves your financial goals.
Our focus on holistic advising means that we partner with you to design and construct a personalized comprehensive, integrated insurance and wealth management plan that builds and protects your financial future.
Our commitment to you is to:
✔ Connect your money with your life and your future
✔ Focus on your outcomes
✔ Provide independent advice
✔ Ensure that you understand
✔ Keep your confidence
✔ Focus on what you can control
WHO WE SERVE
✔ Individuals and Families
✔ Business Owners
✔ Professionals
✔ Young Professionals
✔ Educators and Researchers
OUR INVESTMENT PHILOSOPHY
By applying an evidence-based approach, we strive to remove much of the mystery surrounding investing. We take a disciplined, balanced approach that helps minimize the emotion and background noise that can be so dangerous to you as an investor.
Instead of focusing on market-timing strategies and an individual portfolio manager’s ability to “beat” the market, we aim to take advantage of an academically proven method of investing. Our approach focuses on effective asset allocation, disciplined rebalancing, and thorough risk analysis.
We believe:
✔ Markets work
✔ Investing and speculating are not the same things
✔ Risk and return are related
✔ Costs are important
✔ Diversification is essential
✔ Structure determines performance
OUR INSURANCE PHILOSOPHY
Insurance provides the financial foundation to accomplish a number of goals.
Our insurance philosophy is rooted in the following principles:
✔ Provide for your family and loved ones
✔ Protect your income
✔ Cover your health
✔ Protect your business
✔ Preserve your estate
✔ Build wealth
Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 302-1726 Dolphin Avenue, Kelowna,bc V1y 9r9,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- focalpointfinancial.ca
- Keywords
- Financial Planning, Tax Management, Investment Management, Retirement Planning, Health Protection, Estate Planning, Protection Strategies, Group Saving Plans, Employee Benefits.
- HQ
- Kelowna, BC
- Competitors
- Regina Estate Planning Council, GoBumpFree, BC Property Tax Assessment Appeal, Canadian Benefits Association - CBA, Andrea Henry Lawyer, Rental Property Bookkeeping, Theodor Hennessey & Ross Private Wealth Management, Child Plan™, River Valley Regtech (RVRT), Rokon Alam Professional Corporation.
Focalpoint Financial Group Inc. Questions
Focalpoint Financial Group Inc.'s website is focalpointfinancial.ca
Focalpoint Financial Group Inc.'s LinkedIn profile is https://ca.linkedin.com/company/fpfinancial
Focalpoint Financial Group Inc. has
3 employees.
View email and phone details for 3
employees at Focalpoint Financial Group Inc..
Focalpoint Financial Group Inc.'s industry is
Financial Services
Focalpoint Financial Group Inc.'s top competitors are
Regina Estate Planning Council,
Gobumpfree,
Bc Property Tax Assessment Appeal,
Canadian Benefits Association - Cba,
Andrea Henry Lawyer,
Rental Property Bookkeeping,
Theodor Hennessey & Ross Private Wealth Management,
Child Plan™,
River Valley Regtech (Rvrt),
Rokon Alam Professional Corporation.
Focalpoint Financial Group Inc.'s categories are Financial Services
Focalpoint Financial Group Inc.'s founding year is 2018
