Independent Fee-Only Advisors

Guiding Vancouver families to financial clarity and confidence.

Summit Financial Group provides comprehensive financial planning for individuals and families in Vancouver.
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Our Services

Comprehensive Financial Planning

Personalized strategies for every stage of your financial journey.
Retirement Planning
Build a secure retirement with tailored strategies focused on your long-term goals.
Investment Portfolios
Diversified investment solutions designed to grow and protect your wealth.
Tax-Efficient Strategies
Optimize your finances with strategies to help reduce tax liability and maximize returns.
Estate Planning
Protect your legacy with thoughtful estate planning for you and your loved ones.
Our Approach

Trusted by Vancouver Families

Advisor discussing financial plan with clients in an office
Professional meeting with financial documents and charts
Financial advisor reviewing portfolio with a client
Summit Financial Group advisor in a professional office setting
About Us

Independent Guidance. Personalized Service.

Summit Financial Group is an independent, fee-only advisory firm serving Vancouver families since 2010. We believe financial planning should be transparent, objective, and focused on your unique goals.

Our team partners with you to develop a clear, actionable plan—so you can move forward with confidence at every stage of life.

  • Fee-only, conflict-free advice
  • Personalized strategies for your goals
  • Serving Vancouver since 2010
Our Process

How We Work With You

A clear, collaborative approach to financial planning.
1
Discovery
We listen to understand your goals, values, and current financial picture.
2
Planning
We create a tailored financial plan and review it together, step by step.
3
Ongoing Guidance
We support you with regular check-ins and adapt your plan as life evolves.

Book a Consultation

Ready to take the next step in your financial journey?

Schedule a confidential, no-obligation consultation with Summit Financial Group today.
Book a Consultation