What We Do

Agile, independent financial planning.

We are an independently owned and operated financial planning firm.  We offer securities (asset) management in conjunction with our partners Aligned Capital Partners. We offer financial planning and insurance services directly.

pexels-photo-3989873

We do things differently...

When we first opened the office, we decided to maintain a small client base.  To date, we have a tight-knit group of clients; young families, business owners and retirees!  We have plenty of time to spend with our clients and we get to know them intimately.

Our focus is on financial planning.  We offer professional, pro-active fee-for-service financial planning, often preparing reports on assets and investments, retirement income planning, tax and estate commentary, risk analysis reviews, debt and cash flow strategies and education plans.  We don’t engage in transactional business.

While every client engagement is different, please click here for a sample of a financial plan.  Each plan is individual and is reviewed in detail and in person with each client.

There are a few things that make our office different from most financial offices:

  • We’re independent; we have no ‘boss’.
  • We’re consistent; same location (2003) and business model (2006).
  • We’re digital; no more paperwork!
  • We’re boutique; small, nimble, able to meet client needs.

“BDFP has given me a good picture of my potential future retirement date and what I need to do to accomplish it. They give a complete financial picture from today to post retirement and estate planning. It’s a relief to have someone else looking at the big picture with me and take an honest look.”

Mark Myles, Campbell River

Come in for a visit!

We can help you organize your financial planning so you can move forward feeling confident and excited about your future.