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 or need one? Having a full financial plan will give you the directions you need to know where you are heading and provide you with ideas of how to get there.
YOUR ONE-STOP SHOP FOR ALL YOUR FINANCIAL NEEDS!
WHY CHOOSE SCHWARTZMAN?
Specialist Business Tax Advisor in Vancouver
What makes us unique is our ability to integrate and address different areas of our clients’ financial needs. We have created a ‘one-stop-financial-shop’ to address many kinds of our clients’ questions. As their needs change, so does the financial and tax industry. It is our top priority to be aware of these changes and to keep our clients informed of them as well. There are many factors affecting what our clients need in different phases of their personal and professional life. It is our goal to be able to guide our clients to where they would like to be and make them feel secure about their financial matters so that they can focus on areas that truly require their time and attention.
To be a company that is able to address all of the financial needs of individuals, their families and their businesses.
To guide our clients to achievement of their financial goals through education,
advice, and action.
Education, respect, empathy, wholesome approach, giving back
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, Financial Planning and Financial Education.
The company was founded by Alexei Schwartzman, a Certified Financial Planner, to provide financial services in a different way. The company focuses on financial needs of individuals busy running their own lives, companies and their families. We are privileged to be located in the heart of Vancouver, BC and to serve clients in Canada and around the world.
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.
Experienced Small Business Accountant in Vancouver Canada
These seminars provide an opportunity for success-driven, idea-hungry, passion-oriented people to get together for learning, sharing, understanding, and mastering various financial ideas. The purpose of these seminars is to understand the basic principles and advanced strategies of wealth creation and growth. All levels are welcome to join. To learn about our next event please sign-up for our NEWSLETTER. Signing up could be one of the best financial decisions you have ever made in your life!
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!
Connect with us! We are looking forward to getting to know you.
Mutual funds products are offered through
Investia Financial Services Inc.
- Financial Education
- Financial Planning