• Suite 610 – 1125 Howe Street, Vancouver, BC V6Z 2K8

ABOUT US

COMPREHENSIVE FINANCIAL ADVICE

Schwartzman 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.

OUR VISION

To be a company that is able to address all of the financial needs of individuals, their families and their businesses.

OUR MISSION

To guide our clients to achievement of their financial goals through education,
advice, and action.

OUR VALUES

Education, respect, empathy, wholesome approach, giving back

COMPREHENSIVE FINANCIAL ADVISORS

Schwartzman 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.


Mutual funds products are offered through
Investia Financial Services Inc.

CORE SERVICES

  • Taxes
  • Investments
  • Insurance
  • Financial Education
  • Financial Planning

CONTACT US

604 200-2020
Suite 610 – 1125 Howe Street, Vancouver, BC V6Z 2K8

Schwartzman Financial Corporation. ©2018