Sophia financial services Well-balanced, Effective Financial Planning

Sophia Financial recognizes the power of a plan, and this is reflected in the financial services we deliver. Plans are the paths toward goals. Similar to a footpath through the forest, an effective plan must adapt for obstacles and varying environmental conditions that a traveler cannot always control. Each service plan is developed in alignment with The Sophia Way, a proprietary five-step process that addresses absolutely every aspect of your well-balanced and effectively managed portfolio of assets and investments. Our core belief in education will be a common thread through every conversation we have together. This means you should never hesitate to ask for clarification or greater detail on any topic we discuss.

My husband and I are so impressed with how you did our annual portfolio review. You and Kamal make a great team, and we feel so secure about where we are headed now. Not just that, we understand the numbers and feel peaceful knowing you are watching our investments so closely. Thank you so much.
Marianne and Ken B.Business owners, Vancouver, B.C.