Trusted Investment Advisory Firm Since 1987
Independent investment advice for corporate and individual clients
Balanced Financial Wealth Management offers independent advice—unlike banks, we’re not driven by proprietary products or sales targets. We provide clear guidance and disciplined analysis, with strategies designed to protect and grow your wealth.
Client First Decisions
Independent Advice
Disciplined Portfolio Construction
Client First Decisions
Independent Advice
Disciplined Portfolio Construction
Why Choose Us
An Independent Financial Advisory Firm dedicated to your success
Truly Independent
Unencumbered by outside influences, we are committed solely to offering the best financial solutions for our clients without conflicts of interest.
Client-First Philosophy
Built on a foundation of putting our clients’ interests first. Every decision and recommendation is made with your financial wellbeing as the priority.
35+ Years of Excellence
Over three decades of experience navigating diverse market conditions, providing unparalleled financial guidance and expertise.
Ongoing Education
Our team stays at the forefront of the industry through continuous professional development, ensuring you receive the best possible counsel.
Corporate Investors
Comprehensive corporate investment management to optimize after-tax returns, aligning portfolio strategy with the advantages of the corporate structure to support long-term wealth generation.
- ● Investing within holding companies
- ● Group retirement plans
- ● Small business investing
- ● Integrated corporate and personal planning
Individual Investors
Personalized wealth management and investment planning services designed to help you achieve your financial goals and secure your future.
- ● Wealth management
- ● Portfolio construction and diversification
- ● Tax-efficient investing
- ● Downside risk management
Full-Service Investment Solutions
As a truly independent firm, we have the ability to offer any financial product available in the market, ensuring you receive unbiased recommendations tailored to your needs.
Stocks
Equities across Canadian and global markets
Bonds
Government and corporate fixed income
GICs
Guaranteed Investment Certificates
Mutual Funds
Professionally managed fund portfolios
Segregated Funds
Insurance-based investment solutions
ETFs
Exchange-traded fund portfolios
Insurance Solutions
Life and investment insurance products
Alternative Investments
Liquid Alternative strategies designed to generate an enhanced yield
* Segregated Funds and Insurance Solutions available through licensed insurance advisors
About Balanced Financial Wealth Management
Based in Vancouver, we help individuals, families, and business owners—often with corporate complexity—make confident financial decisions. We prioritize downside protection across full market cycles, with a focus on after-tax outcomes, disciplined risk management, and real-world decision-making—so your strategy stays resilient, clear, and aligned with your priorities.
Key Values:
Integrity: Honest advice you can rely on.- Transparency: Clear communication every step of the way.
- Expertise: Decades of combined industry knowledge.
- Client First: Your goals guide every recommendation.
About Balanced Financial Wealth Management
Based in Vancouver, we help individuals, families, and business owners—often with corporate complexity—make confident financial decisions. We prioritize downside protection across full market cycles, with a focus on after-tax outcomes, disciplined risk management, and real-world decision-making—so your strategy stays resilient, clear, and aligned with your priorities.
Key Values:
- Integrity:Honest advice you can rely on.
- Transparency:Clear communication every step of the way.
- Expertise:Decades of combined industry knowledge.
- Client First:Your goals guide every recommendation.
CONTACT US
Ready to talk about your financial goals?
- 2309 West 41st Ave, Suite 202 Vancouver, BC V6M 2A3
- Phone: (604) 261-8509
- Fax: (604) 261-8594
- Email: tburns@worldsourcesecurities.net
