Our Services

Braun Financial Services has called New Westminster home since 1977 and has helped hundreds of families across British Columbia secure their future and live with more peace of mind.

Our team at Braun Financial Services can provide you with the following services.

Retirement Readiness Report

How much income during retirement are you on track to receive? Do you need to increase your savings now or will you need to reduce your lifestyle later? If you don’t know the answer to this question, a retirement readiness report can help you.

Family Income Protection Plan

How long could you maintain your lifestyle if your income suddenly stopped? While we all think ‘it won’t happen to me’, accidents and illness are a part of life that need to be prepared for. A proper plan can reduce the financial stress during an already difficult time and make sure that you and your family can continue to live the life your accustom to, even if you can’t work for a while.

Family Wealth Transfer Plan

Leave a legacy of a life well lived by documenting your wishes and planning ahead of time for final expenses. Our plans can help you reduce probate costs and make settlement of your estate easier for your executor and beneficiaries.

• Investment Solutions for Estate Planning

• Insurance Solutions for Estate Planning

Retirement Services

Review of your work pension plan to decide which option to take. Can include looking at the best time to retire, continuity of the pension to your spouse, reduced and unreduced options, bridge benefits and which will pay you the most money.

• Determining the lifetime value of your pension benefits
• Help with pension transfers
• Termination Benefits

Investments

We offer a variety of investments to suite the needs of investors at different stages in life.

• RRSP/ Spousal RRSP
• Tax Free Savings Accounts (TFSA)
• Non-registered Accounts
• RESP
• Segregated funds
• Equity linked GICs
• GICs
• Annuities

Insurance

We help protect your income and lifestyle with the following insurance products:

• Life Insurance: term, permanent including universal life and whole life to give additional investment and limited payment options.
• Critical illness insurance
• Disability Insurance
• Health insurance, including coverage for medication, vision & dental

Offerings for small businesses

We work with independently owned or family run small businesses like ours and can help in the following areas:

• Funding for buy-sell agreements
• Key person life insurance
• Key person disability insurance
• Key person critical illness insurance
• Health Spending Accounts (HSA)
• Group RRSPs
• Group TFSAs