Welcome to Schwartzman Financial

Thank you for visiting our website.  Our goal is to address your financial questions and challenges in a simple and clear manner.  We provide financial services including financial planning, investments using mutual or other types of funds, insurance (life, disability, critical illness, long-term care and travel) and income tax preparation.  At this time the investment and insurance services are only provided to individuals residing in British Columbia, Canada, while the tax services are provided to residents and non-residents of Canada.  

 

We hope you find this website useful.  Let us know if you have any questions or if we can help you in any way.