Jeff provides highly respected wealth management advice and services to successful business owners, executives, professionals, and families. Many advisors simply sell financial products to their clients....Jeff is totally different. He works best with clients who appreciate his ability to develop and continually monitor a well thought out wealth management plan.
Jeff is committed to being a top educated advisor, as well as giving back to the community:
Credentials
- CFP – The internationally recognized Certified Financial Planning designation
- CLU – Canada’s advanced estate planning designation
- RHU – The premier designation for specializing in insurance protection
- BBA – Bachelor of Business degree, concentrating in Accounting & Taxation
- The Canadian Securities Course (CSC)
- The Conduct and Practices Course (CPH)
- Both the Level 1 & 2 Life, Accident & Sickness Insurance Licenses
- Licensed and insured in three provinces
- Member of the Financial Planners Standards Council (FPSC)
- Member of the Financial Advisor’s Association of Canada (Advocis)
Community Involvement
- Big Brothers of Greater Vancouver
- Restorative Justice & Youth Diversion Association
- Make-A-Wish Foundation of BC
Recents Media Contributions
Radio
Newspaper
Magazine: “Ask The Financial Expert” in Vancouver View Magazine
Click on magazine cover for that month’s article
Financial Footprint Process
Jeff offers the comprehensive Financial Footprint Process at three different tiers, depending on the amount of investments we manage for you. Click on the tier for a summary of the comprehensive services provided.
Gold $250,000+ of investable assets
- Initial Assessment: Our preliminary meetings will enable us to organize your financial life (always an important first step). From there, we will highlight and prioritize the work that needs to be done to take your wealth management to the next level. Click here for more details
- Retirement: We will discuss your retirement goals and show you projections of whether you are on track to meet those goals. If you aren’t quite on track, we will show you exactly what you need to do, and continually monitor the plan to ensure a worry-free retirement. Click here for more details
- Insurance: You will receive a full analysis of your insurance policies to make sure you have the proper coverage and structure for your insurance needs. As well, we will ensure you are accessing the absolute lowest premiums available for your protection. Click here for more details
- Investments: We have access to the very best investment solutions available. Your investment portfolio will be individually tailored to maximize your wealth while minimizing the risk and volatility, providing you with full peace of mind. Click here for more details
- Tax & Estate: You will be shown customized strategies to minimize the taxes you pay, so you keep more of your hard earned money. As well, we will implement a plan to maximize the value of your estate and ensure a smooth transfer of wealth to future generations. Click here for more details
- Ongoing Reviews: We will have scheduled reviews to ensure all of these areas are continually optimized. As well, we are always available for your phone calls or e-mails should you have any questions. We are confident that you will find our service to you is the absolute best available.
PLATINUM $1 million+ of investable assets
- Initial Assessment: Our preliminary meetings will enable us to organize your financial life (always an important first step). From there, we will highlight and prioritize the work that needs to be done to take your wealth management to the next level. Click here for more details
- Retirement: We will discuss your retirement goals and show you projections of whether you are on track to meet those goals. If you aren’t quite on track, we will show you exactly what you need to do, and continually monitor the plan to ensure a worry-free retirement. Click here for more details
- Insurance: You will receive a full analysis of your insurance policies to make sure you have the proper coverage and structure for your insurance needs. As well, we will ensure you are accessing the absolute lowest premiums available for your protection. Click here for more details
- Investments: We have access to the very best investment solutions available. Your investment portfolio will be individually tailored to maximize your wealth while minimizing the risk and volatility, providing you with full peace of mind. Click here for more details
- Tax & Estate: You will be shown customized strategies to minimize the taxes you pay, so you keep more of your hard earned money. As well, we will implement a plan to maximize the value of your estate and ensure a smooth transfer of wealth to future generations. Click here for more details
- Access to specialized investment opportunities
- Advanced tax optimization
- Sophisticated estate planning strategies
- Ongoing Reviews: We will have scheduled reviews to ensure all of these areas are continually optimized. As well, we are always available for your phone calls or e-mails should you have any questions. We are confident that you will find our service to you is the absolute best available.
DIAMOND $5 million+ of investable assets
- Initial Assessment: Our preliminary meetings will enable us to organize your financial life (always an important first step). From there, we will highlight and prioritize the work that needs to be done to take your wealth management to the next level. Click here for more details
- Retirement: We will discuss your retirement goals and show you projections of whether you are on track to meet those goals. If you aren’t quite on track, we will show you exactly what you need to do, and continually monitor the plan to ensure a worry-free retirement. Click here for more details
- Insurance: You will receive a full analysis of your insurance policies to make sure you have the proper coverage and structure for your insurance needs. As well, we will ensure you are accessing the absolute lowest premiums available for your protection. Click here for more details
- Investments: We have access to the very best investment solutions available. Your investment portfolio will be individually tailored to maximize your wealth while minimizing the risk and volatility, providing you with full peace of mind. Click here for more details
- Tax & Estate: You will be shown customized strategies to minimize the taxes you pay, so you keep more of your hard earned money. As well, we will implement a plan to maximize the value of your estate and ensure a smooth transfer of wealth to future generations. Click here for more details
- Access to specialized investment opportunities
- Advanced tax optimization
- Sophisticated estate planning strategies
- Ongoing Reviews: We will have scheduled reviews to ensure all of these areas are continually optimized. As well, we are always available for your phone calls or e-mails should you have any questions. We are confident that you will find our service to you is the absolute best available.
How We Are Paid
Swanson Financial Footprint is a full service wealth management provider. We believe in full disclosure concerning compensation for our hard work, and our goal is to provide the absolute best wealth management experience for you, in a cost efficient and tax effective manner. We are compensated in a variety of ways:
- Fee for service – a flat or hourly financial planning fee
- Investment management fee – based on investments we manage for you
- Commission – typically embedded in insurance solutions
We will always outline the various fee and compensation structures available to you. The initial meeting will be at our expense so that we can identify your concerns, communicate our services and determine what type of relationship will best suit your financial needs.
To learn more about how you can benefit from the Financial Footprint Process, please contact Jeff Swanson for a no-obligation consultation.
e-mail: jswanson@bmfg.ca
