Creating new moments
Simplifying your personal and business finances.
We get it. Finances can be daunting. Personal, business, it’s all a ton of decision making and noise to work through in today’s market. At Numo Financial, we believe in re-framing the money narrative, and finding the root of your financial goals in a transparent and relatable way. Our financial advisors all work, live and raise families in your community, which allows us to connect with clients and meet them where they are at in life. Above all else, we believe your money is a vehicle for creating new moments, and we look forward to sharing these moments together.
Working closely with you
Business Owners
Working with business owner finances requires a strategic approach that takes into account the long-term financial goals of the business and the personal goals of the owner, to balance financial stability and growth.
Professionals
Navigating the financial complexities of the tech industry can be overwhelming, but it doesn’t have to be. Our advisors specialize in understanding the unique compensation structures and financial considerations of tech professionals like you.
Families
Working with family finances can be a challenging task, but with proper planning and communication, we can help ensure financial security.
Retirees
Working with retiree finances can require careful planning and management to ensure that retirement savings are sufficient and optimized to enjoy your retirement.
“Brady and the team at Numo Financial have been profound contributors to the success of my portfolio, both personally and professionally for the past 5 years. As a busy entrepreneur and working parent I appreciate the initiative team Numo takes in keeping me on track and supporting the growth of my business”
– CM
Meet our Vancouver Financial Advisor Team
Living in North Vancouver, Squamish, Vancouver and serving clients throughout the Lower Mainland and BC, our Numo team promises to bring enthusiasm, work ethic, and authenticity to every touchpoint. Connecting and listening to our clients’ stories and sharing in their success and growth is the best part of what we do.
At Numo Financial, we specialize in working with clients like you.
Our Trusted Companies
We work with leading insurers and investment firms in Canada to create customized packages that meet your specific needs.
