Financial Planning, Wealth Planning & Risk Management

Numo Financial is a leading financial advisory firm based in Vancouver and North Vancouver, offering financial services to business owners, tech professionals, families and retirees.

We work closely with our clients to provide tailored financial solutions that meet their unique needs and goals.

Wealth Management

Our services involve identifying a set of employee benefits that can inspire your workforce to put in their best effort and remain dedicated to your company.

Retirement planning

Our approach follows a life-cycle perspective to ensure that your post-retirement life is as carefully planned as your life before retirement.


Developing and preserving long-term wealth for business owners requires precise financial planning.

risk management

Mitigating unforeseeable or uncontrollable risks is made possible with thoughtful insurance planning. 

estate planning

In order to ensure that your estate is managed in accordance with your wishes, it is essential to develop an estate plan.

Health Spending Account

An HSA is a flexible and tax-effective benefit program that allows individuals to pay for a wide range of eligible healthcare expenses using tax-free dollars.

Ready to simplify your finances and create new moments? Let’s get started today.