Join us at our educational sessions covering diverse topics such as investments, taxes, insurance, psychology of investing, real estate and many more. You will get more information by joining the Vancouver Financial Mastery Meetup group or by signing on to our newsletter.
Are you on track to reach your financial (and other) goals? Do you have a financial plan and do you need one? Although not everyone may need a full Financial Plan, but it is still important to know where you heading and having some idea of how you will get there.
YOUR ONE-STOP SHOP FOR ALL YOUR FINANCIAL NEEDS!
WHY CHOOSE SCHWARTZMAN?
What makes us unique is our ability to address different areas of our clients’ financial needs. We have created a ‘one-stop-financial-shop’ to address our clients’ needs. The needs change and so does the financial and tax industry. It is our priority to know about these changes and to keep our clients aware of them as well. There are many factors affecting what our clients need in different phases of their personal and business life. It is our goal to be able, either ourselves or with the assistance of others, to enable client feel safe and secure about their financial matters (personal, family and business).
Schwartzman Financial Corp is a financial services company that revolves around the client, their business, and their family. Our role is to guide our clients through the financial world and to assist them with achieving their financial goals and dreams. Our approach is based on the foundations of Investments, Risk Management, Tax Preparation, and Education.
The company was founded by Alexei Schwartzman, a Certified Financial Planner, to provide financial services in a different way. The company is a one-stop shop that can address financial needs of individuals busy running their own companies and of their families. In addition to our own services we rely on the guidance of experts in various areas of the financial world. This allows us to be more objective and enables us to serve our clients better.
Alexei Schwartzman obtained the CFP (Certified Financial Planner) designation in 2014.
Mutual funds products are offered through Investia Financial Services Inc.
Insurance products are provided through multiple insurance carriers.
WHAT OUR CUSTOMERS SAY
C.S. & J.S.
This seminar will provide an opportunity for success-driven, idea-hungry, passion-oriented people to get together for sharing, understanding and mastering financial ideas. The purpose of this group is to understand the strategies of wealth creation and growth. All levels are welcome. Attending this meetup could be the best financial decision you have ever made in your life!
Make sure to fill out the form to sign up!
CONNECT WITH US
Connecting is our greatest passion. Whether it is
connecting ideas through education or connecting clients with innovative concepts and the ‘right’ people to help them grow their business or helping clients achieve their dreams and goals.This is what our company is about!