Business and Estate Strategies
Helping you achieve peace of mind
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About Cara > Mission

Mission

“To provide the highest level of service and commitment to our clients in order for them to visualize and realize their financial goals while continuing to build a successful business”

Every employee and representative of Cara Financial is committed to building ongoing and valuable relationships with each client; through respect, trust, timely service and continuous updates. Cara Financial will always be sensitive to the personal needs and wishes of each client and our goal is to exceed our clients’ expectations by providing unsurpassed expertise, compassion and advice in all facets of our practice. In order to achieve this, we provide access to an expanded team of specialists in other fields such as Law, Accounting, Banking and Medical. While strongly rejecting a cookie cutter approach, we will strive to offer clear and detailed options to assist you in making sound personal decisions and bring peace of mind and financial success.

Our Philosophy

Every client’s needs are unique and every client is important to Cara.

Our Objective

Our objective is to help you achieve a secure financial future and provide piece of mind for yourself, your family and your business.

Our Approach

In order to help you achieve a secure financial future, we take a step-by-step approach to personal business planning, designed to help you identify and address your unique goals and objectives.

Our step-by-step approach includes helping you identify your current financial situation; determining your future financial objectives; and working with you to implement a plan that will achieve those goals and objectives.

We will also welcome the opportunity to consult or work with any of your own personal advisors or any other financial professionals as deemed necessary or appropriate.

Our Commitment

Cara Financial is dedicated to providing you the best service possible and will only provide advice or recommend products that are best suited to your individual situation.

Cara Financial is registered to transact insurance and investment services in British Columbia and Alberta. We work with a variety of business owners, professionals, individuals and their families, and we would welcome the opportunity to work with you.

Services

Drawing upon a broad network of investment and financial professionals, Cara Financial can provide you with a wide range of solutions to the many complex personal, financial and business issues you may encounter:

• Business Planning
• Estate Planning
• Financial Planning
• Investment Planning
• Retirement Planning
• Tax Planning
• Education Planning
• Insurance Planning (Life, Disability, Critical Illness & Long Term Care)

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