Stephen Welscher Financial Solutions Inc

Stephen Welscher Financial Solutions Inc Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Stephen Welscher Financial Solutions Inc, Financial service, 1508 West Broadway, Suite 701, Vancouver, BC.

The focus of my practice is to design and implement customized retirement/estate plans for my corporate and professional clients, including management of their insurance and investment portfolios. Our Team:

Stephen Welscher - President, Stephen Welscher Financial Solutions Inc | Advisor, Sun Life
Lucie Kanova- Executive Assistant | Service Associate, Sun Life

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

08/28/2026

Be prepared for whatever your next chapter brings. I can help you reach your financial goals.

let’s talk — Stephen Welscher. https://bit.ly/46qKC7p

Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle i...
08/26/2026

Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.

let’s talk — Stephen Welscher. https://bit.ly/45OKGhe

Don't leave the future of your finances to chance. Planning for income in retirement can help you: • minimize taxes •...
08/24/2026

Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today — Stephen Welscher. https://bit.ly/4xSwfV8


If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Person...
08/21/2026

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.

Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for...
08/19/2026

Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
Let’s talk — Stephen Welscher. https://bit.ly/4xfU75q

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal...
08/17/2026

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Let’s talk — Stephen Welscher. https://bit.ly/4hEHDPO

Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first st...
08/13/2026

Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.

What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to p...
08/11/2026

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical il...
08/07/2026

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://bit.ly/4wXKlV2

Address

1508 West Broadway, Suite 701
Vancouver, BC
V6J1W8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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