Employee Benefits Advisor | Investment Advisor | Insurance Advisor
Arbutus Financial provides comprehensive financial services to businesses and individuals. Our approach is to provide integrated services with five distinct areas of expertise:• Insurance Planning• Investment Planning• Financial Planning • Cash Management • Employee BenefitsWe ask key questions. We listen. We take the time to develop a solid understanding of your needs and goals to ensure sound financial decisions are made. Through our network of allied professionals (such as accountants, lawyers, HR consultants, P&C insurance specialists, etc.), we ensure you are fully protected and prepared to take advantage of key financial opportunities.We believe our personal and comprehensive approach is the best way to develop long-lasting, quality relationships with our clients – providing peace of mind through financial confidence. We work tirelessly to earn your trust, and we bring transparency, honesty and clarity to everything we do.We have offices in Vancouver and Nanaimo.