Archoris Financial

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Surrey, BC
Archoris Financial

Archoris Financial helps business owners and families bring clarity to complex financial decisions and structure strategies for efficient, long-term growth.

Formerly Winch and Kat Financial Solutions
Serving clients across British Columbia.

05/31/2026

Thank you to the Association of Filipino Canadian Accountants (AFCA BC) for having us as speakers at your Spring Professional Development Seminar today!

It was a privilege to share the stage with Jay Mallari (Cambria Wealth) and Ed Paguirigan, CPA, to discuss the "Ethical Triangle"—and how insurance strategies, wealth management, and corporate tax must coordinate seamlessly to protect business owners.

In an evolving financial landscape, maintaining total transparency and upholding strict professional standards is more critical than ever.

Thank you to the AFCA BC leadership team and all the members who attended and engaged so deeply.

Looking forward to continuing these strong, ethical collaborations! 🤝💼

05/24/2026

A huge thank you to everyone who joined us yesterday morning for our seminar, A Plan for Tomorrow.

It was a pleasure connecting with you all and diving into the critical strategies shaping the future of estate planning, wills, and insurance.

We extend a special note of gratitude to our guest speaker, Eryn Jackson of Richards Buell Sutton LLP. Her invaluable insights and expertise truly elevated the conversation.

Thank you for investing your time with us—we look forward to welcoming you to more educational events soon.

05/21/2026

Today, we’re celebrating Winch — and the leadership, care, and steady guidance he brings to both our team and our clients.

Wishing you another year of growth, meaningful work, and continued impact.

Happy Birthday, Winch! 💙

05/14/2026

Wildfire season is approaching in BC -- and while no one likes thinking about emergency preparation, a few small steps now can make stressful situations easier later.

Keeping important documents, contact information and insurance details accessible can help bring a little more clarity when things feel uncertain.

(And as Lucy reminds us... trying to remember where the policy is DURING the stressful moment is probably not ideal. 😅)

If you've been meaning to review things, we're always open to a conversation.

05/10/2026

Today, we celebrate the moms, grandmothers, stepmoms and mother figures whose care, strength and guidance shape so much of what matters most.

Wishing you a beautiful and restful Mother's Day. 💙

05/08/2026

There are certain financial tasks people tend to delay -- not because they aren't important, but because life gets busy.

Reviews, updates, paperwork, planning conversations... they often get pushed further down the list over time.

That's also why revisiting things periodically can be helpful -- even when no major changes are being made.

05/01/2026

Attending the IDC Worldsource Spring Education Day was a great reminder that the best way to support our clients is often to say less and listen more. While many focus on "being heard," we believe true client care is rooted in the opposite: the ability to listen deeply and react precisely to what our clients actually need.

IDC fosters an environment that values this level of intentionality. When we prioritize understanding over speaking, we aren’t just providing a service—we are providing a solution that actually fits.

04/27/2026

Last Friday, we celebrated a major milestone: the 8th anniversary of our AGA, E Espiritu Financial.

It was incredible to have IDC WIN, in the room alongside our partners at Manulife, iA, Equitable, and Empire Life.

As a 'Sub-AGA' under the E Espiritu umbrella, our team at Archoris Financial benefits from this massive network of support. We may have different names on the door, but we have one shared goal: giving our clients access to the best financial minds and products in Canada.

—-

04/26/2026

A reminder that long-term impact is often shaped by small, consistent decisions over time.

Happy Earth Day. 🍃

04/20/2026

Market declines can be uncomfortable — that’s completely natural.

One of the more common reactions during these periods is to move to safety by selling investments while prices are down.

The challenge is that this can lock in losses, rather than allowing time for recovery.

A more effective approach is often less about reacting to short-term movements, and more about having a clear plan in place — one that helps guide decisions through different market conditions.

If this is something you’ve been thinking about, we’re always open to a conversation.

…

Address

#210 15117 101 Avenue
Surrey, BC
V3R8P7

Website

https://archoris.ca/

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