Services for Wealth Builders & Protectors
Anchor Point Financial, our job is to align what is most important to you with the financial tools and strategies to best serve your unique needs and desires.
Whether your primary concern is ensuring you have enough money to live the retirement lifestyle you’ve always dreamed of, or your interests lie in making sure those you love most are protected and provided for if the unthinkable were to happen, we have you covered.
Working with Chad enabled me to meet my goals of a secure early retirement.
His close attention to and analysis of my desires and requirements resulted in a plan to take advantage of changing market conditions throughout the years I have been working with him.
Retired thanks to Chad!
My husband and I have been working with Chad for a number of years and would highly recommend him – and in fact, we have! Talking about money and planning for the future can often be hard and sometimes scary. Luckily, Chad’s professionalism, calm demeanour and deep planning experience makes the time with him productive and comfortable. He is honest, open to sharing his own personal stories and is good at asking hard questions and listening to the answers. Chad’s collaborative, hands-on approach made us trust him from day one and is what will keep us working with him for many years to come.