Voted New Westminster’s favourite Financial Advisor since 2024
Featured as one of New Westminster’s best three Financial Services providers by ThreeBest Rated since 2016.
Our mission at Braun Financial Services is to help you Take Care of the People You Love Through Investment and Insurance Solutions
Equuis Wealth Management in Vernon BC is now part of Braun Financial Services.
Now we have two offices to best serve our clients in both the Lower Mainland and Okanagan Valley.
Check out our podcast “It’s Personal Finance Canada”
Subscribe to the Podcast at: Apple Podcasts, Google Podcast, Amazon Music, Spotify, Stitcher, CastBox, TuneIn, and PocketCasts
Family Wealth Transfer Plan
You need your final wishes to be clear so they can be honored and followed without confusion. Your Family Wealth Transfer Plan will be hand crafted to bring clarity to your intentions and acts as a compliment to your will. We use powerful insurance company contracts for your investments and proven strategies to accomplish your goals and benefit your family.
Retirement Readiness Report
Do you know how much income you will have when it’s time to retire? Or even if you can retire comfortably? Between pension plans, personal savings and government benefits there is a lot to consider. We can provide you with an after tax estimation, indexed to inflation, that shows you if you’re on track for the retirement income that you need. If not, we’ll provide specific steps, customized for you to show you what needs to be done to reach your income goal. The earlier you start the better as it gives you more time to implement any actions that are required.
Family Income Protection Plan
What would happen if your income stopped, how would your lifestyle change?
During your working career nothing is more important than the ability to continue to make money. It fuels your lifestyle, your savings for retirement and allows you to give your family the best experiences possible during the time you have together.
Family Wealth Transfer Plan
Our Family Wealth Transfer Plans are for clients who are looking towards the future and are wanting to create a legacy for their family.
Retirement Readiness Report
Are you on track to having the retirement that you want? The Retirement Readiness Report will show you where you stand.
Family Income Protection Plan
A family income protection plan is important because during your working career nothing is more important than the ability to continue to make money. It fuels your lifestyle, your savings for retirement and allows you to give your family the best experiences possible during…
Dealing with Overspending
I’m overspending each month. I’ve tried to budget but I start and give up. What can I do differently to have more success?
Is it time to claim my CPP Benefits?
Q: I’m 60 years old now and eligible to get CPP (Canada Pension Plan). Some of my friends are telling me to take it now and others are saying to wait. How do I decide?
Proud member of The Woman's Collection: Financial Literacy Designed for Women Professional's Directory (click here for more)
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