Customized Wealth Strategies for Financial Prosperity

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Comprehensive Financial Solutions Under One Roof

We offer a one-stop destination for business owners and families, covering business solutions, tax planning, estate planning, succession planning, and more. This streamlined approach saves you time and effort while ensuring all your financial needs are expertly addressed in one place.

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Unlock Financial Prosperity

Our top priority is providing you with peace of mind. We guide you towards financial growth and help secure your future without worrying about financial complexities.

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Our services

insurance planning

We offer group insurance, health benefits, life insurance, and various corporate insurance options.

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Investment planning

With options like TFSA, RRSP, and mutual funds, we tailor investment strategies to your goals,

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Mortgages

Our mortgage services cover everything from residential to commercial.

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Tax Planning

Our tax expertise ensures smooth individual and corporation tax filing, business acquisitions,

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Estate Planning

We assist in legacy transformation, will creation, estate protection, and cash flow planning,

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Wealth management

Coming Soon

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Our portfolio

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Your Unique Financial Partner

Our personalized support ensures we find the most suitable solutions to your needs. Count on us to create a financial plan that's as unique as you are.

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What Client says

"As an immigrant, the financial system in Canada remained obscure to me for over 5 years. My Financial advisor Jayan Jayabal, with his team Karm and Bal after understanding my current financial situation, passionately educated me with the financial system put in place and walked me through the most critical wealth tools available for wealth creation for every individual out there. Furthermore, they have created an effective and efficient wealth strategy for maximized gains and for my prosperous future. It finally makes me feel so relieved that I do not have to worry about my finances anymore. Jayan and his team were completely transparent, honest and showcased a high level of professionalism through every step of the process. I would strongly recommend their services for abundant wealth creation. The Best part is, their services are completely free except for accounting and legal services. It still makes me wonder "too good to be true"

KARTHI M

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WealthX Financial Solutions Corp. provides financial services across Burnaby, Vancouver, Surrey, Mapleridge, and West Vancouver.

In affiliation with Westgroup Financial Management Inc.