Cambria Wealth Management

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Cambria Wealth Management CAMBRIA WEALTH

10/17/2026

Your business depends on you. Is your income protected if you can’t work?

As a realtor, your expenses don’t stop when your income does. Make sure you have a plan to help protect what you’ve worked hard to build.

DM “INCOME” to Cambria Wealth Management to review your coverage.

10/17/2026

3 easy ways to start talking money.

Money conversations don’t have to be uncomfortable. Start with these three questions:

1. Ask your partner what financial security means to them.
Is it owning a home, being debt-free, or having savings? Understanding each other’s priorities helps you build goals together.

2. Share one money win with a friend.
Paid off debt or started investing? Sharing progress can inspire others and make money conversations feel more natural.

3. Ask a parent what they wish they’d known about money.
What would they do differently? Their experiences could offer valuable lessons for your financial future.

Better financial decisions start with better conversations.

10/17/2026

Helping more Canadians turn homeownership dreams into reality!

Yesterday, Jay had the privilege of speaking to our top realtors in the Fraser Valley.

The conversation focused on how the Home Buyers’ Plan (HBP) and strategic RRSP loan planning may help eligible first-time homebuyers bridge the down payment gap.

At Cambria Wealth Management, we believe that empowering realtors with financial knowledge means helping more families explore pathways to homeownership.

Thank you to our wonderful hosts Andy and Sarah Murrick Insurance Services and the Essence team; for bringing together professionals who share the same goal: helping more Canadians own a home!

(RRSP loans and HBP withdrawals are subject to eligibility requirements. Borrowing to invest involves risks and may not be suitable for everyone)

10/15/2026

Incorporated dentists and physicians: the Capital Dividend Account (CDA) is worth understanding.

Certain life insurance proceeds can create a CDA credit, potentially allowing a private corporation to distribute funds to shareholders tax-free, subject to applicable rules.

Understanding how the CDA fits into your corporate and estate planning strategy can help you plan for the future.

DM “CDA” to Cambria Wealth to explore your options.

10/15/2026

Retirement planning for physicians starts long before your final patient.

From managing corporate assets to funding retirement and planning your legacy, the right strategy can help align your finances with your future goals.

At Cambria Wealth, we help medical professionals plan beyond their practice.

Send this to a doctor who needs to start thinking about retirement.

10/13/2026

Have $250k sitting in your dental corporation? The right strategy could make a significant difference to your long-term financial future.

Cambria Wealth helps dental professionals explore their options and make informed decisions based on their goals.

Comment 250K to start the conversation.

10/09/2026

Your corporation is earning more than you personally need. That’s a good problem to have.

But what should you do with the surplus?

Invest it? Reinvest in the practice? Pay yourself? Consider corporate-owned insurance?

There’s no one-size-fits-all answer. It depends on your goals and your bigger financial plan.

Comment “SURPLUS” and let’s start the conversation.

You don’t need to have everything figured out to start planning for your financial future.A good financial plan helps yo...
10/07/2026

You don’t need to have everything figured out to start planning for your financial future.

A good financial plan helps you understand where you are, clarify where you want to go, and make more confident decisions along the way.

This World Financial Planning Day, take a step back and ask yourself:

Does your financial plan still reflect where you’re headed?

At Cambria Wealth Management, we help Canadians build financial plans designed around their goals, priorities, and unique circumstances.

10/06/2026

Dentist, is your corporation’s cash actually working for you?

You built your practice to create wealth—not just accumulate cash.

From corporate investing and retirement planning to estate strategies and insurance, there may be more ways to put surplus funds to work.

DM “DENTAL” to explore what could make sense for your corporation.

10/02/2026

You know dentistry. You don’t need to spend your evenings figuring out tax and retirement strategies too.

That’s why you have an accountant, lawyer, and financial planner. The key is making sure they’re working toward the same goal:

How do you turn the success of your dental corporation into long-term wealth?

DM us and let’s start the conversation.

Address

15117 101 Avenue , Suite 210
Surrey, BC
V3R7V4

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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