Pro-Active Financial Services Ltd.
A Boutique Benefits Consulting Brokerage

Learn More
Pro-Active Financial Services Ltd.
A Boutique Benefits Consulting Brokerage

Learn More
Pro-Active Financial Services Ltd.
A Boutique Benefits Consulting Brokerage

Learn More
Pro-Active Financial Services Ltd.
A Boutique Benefits Consulting Brokerage

Learn More

We specialize in providing consulting for Employee benefits including group investment products and Executive benefits and make it understandable for our clients. Service is the cornerstone of our firm. We serve a broad array of clientele; from small businesses to large corporations. As every client is unique we take pride in understanding our clients’ needs and helping them achieve their goals. Being true independent brokers, we only work for our clients and not for any one insurance company. Service matched with solid processes and integrity are the cornerstones of our company. We look forward to working with you now and in the future.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Strategies for Families

Customized solutions based on you, plans for you to accumulate and protect your wealth.

Latest news

Coronavirus & Market Uncertainty- What you should do.

March 3, 2020

Over the last week, the financial market has taken a downturn amidst fears over Coronavirus. The S&P 500 had its worst weekly drop since the financial crisis in 2008, after setting all-time highs the prior week.*

Salary vs Dividend

March 2, 2020

As a business owner, you have the ability to pay yourself a salary or dividend or a combination of both. In this article and infographic, we will examine the difference between salary and dividends and review the advantages and disadvantages of each.

2020 BC Budget

February 19, 2020

BC’s Finance Minister Carole James delivered the province’s 2020 budget on February 18, 2020

About

We specialize in providing consulting for Employee benefits including group investment products and Executive benefits and make it understandable for our clients. Service is the cornerstone of our firm. We serve a broad array of clientele; from small businesses to large corporations. As every client is unique we take pride in understanding our clients’ needs and helping them achieve their goals. Being true independent brokers, we only work for our clients and not for any one insurance company. Service matched with solid processes and integrity are the cornerstones of our company. We look forward to working with you now and in the future.