What Makes Interact Financial Stand Out
An important part of wealth management planning is safeguarding assets against unforeseen and unexpected events. These catastrophic events can and do happen. If a financial crisis occurred in your world, could you recover? If the answer is no, you should consider what steps can be taken to protect you and your family and business. Think about your current age, health status, stage of your business, the current economy and government direction, and your drive and desire to rebuild.
Our expertise focuses on helping business owners preserve key assets such as your home, your life and living benefits insurance, and your assets owned in your corporation and the value of your corporation to your financial and estate plan. Maximizing your wealth, guiding members of the business community through a valued planning experience. For us, this planning process is an ongoing and dynamic experience, not a static event that happens once and is filed away in a dark cabinet.
Freelance, Fee-Based Financial Planning Excellence
Dan Anders CFP®, TEP
After losing my father in a fatal car accident at the age of 10, it is notable that I decided upon a career in the insurance and estate planning industry at the age of 25. I saw first-hand the struggles that inadequate planning can cause the family left behind.
Continually updating my expertise to include personal and corporate estate and succession planning, I focus on planning for business owners and their families.
I am a CFP®️ (Certified Financial Planner) and a designated TEP (Registered Trust and Estate Practitioner) through STEP Canada, and have been active in financial and estate planning since 1983. Using our proprietary
Wealth Protection Analysis™,
and a deep historical knowledge of the insurance and estate planning landscape in Canada, the services I provide are complete and inclusive of any concerns you may have.
The greatest gifts in life are family and now, grandchildren! When time permits, I enjoy golfing and our plentiful walks and hikes that the West Coast has to offer.
If we were to meet here three years from today, what has to have happened in order for you to feel happy with your progress?
If something happened to you, your family or your business that was unforeseeable, could you recover?
Do you ever wonder if your current wealth protection plan may not meet all of your needs?
Too much, too little, the right kind, properly focused and defined?
Upcoming changes that you need to aware of?
Would a complete and objective report be of value?
The Interact Financial Process
The Perfect Financial Plan Is Only A Click Away
Get In Touch
Book a consultation today! We care about each client & their financial wins!
We build a personalized financial plan that looks at how far you’ve come and where you are going.
We get right down to business & help you sort out your plans for wealth and financial protection now and forever.
When we help our clients with wealth accumulation strategies, we ensure we reliably track progress.
Our financial planning expertise is delivered in 4 easy steps to get you to where you want to be.
Work With Us
Are You Planning
On Selling Your Business & Need Valuable Advice?
Using a proprietary Wealth Protection Analysis™ and deep historical knowledge of Canada’s insurance and estate planning landscape since then (and before), the services Interact Financial strives to provide are complete and inclusive of any concerns you may have.