aboutus

We are a multi-generational financial advisory firm. Always Independant.

We focus on inter-generational wealth transfer and making millennials feel confident, refreshed, and re-assured about their finances.

themission

At Vanstar Financial, we are passionate about planning your dream life.

 

Let's chat about your financial aspirations!

Whether it is cashflow planning, personal tax preparation, or long term investing plans, we are here to help you get organized and give your financial health a boost. 

 

Our area of expertise includes personal tax, investment strategies, insurance, retirement, and estate planning. Licensed for life and health insurance and mutual funds in BC and Ontario. 

WHAT PEOPLE THINK

Minh N.
Retail Category Manager

Trust in your financial planner is key and I feel incredibly comfortable putting my money under her guidance over the last couple of years. Shilan is incredibly knowledgeable in her field and has the ability to take complex concepts and distill it so it is easily understandable. This makes me feel at ease when investing in new portfolios or instruments that I'm less familiar with. I've recommended Shilan to many of my friends/acquaintances and will continue to do so! 

Kingsley C.
Tech Company CFO

Knowledgeable, diligent and strategic. Shilan helped me navigate through the complexities of life insurance and was patient to explain the big picture concept. She helped me mitigate risks and exposures that I did not previously think of. Utilizing her diverse set of financial tools (tax structuring, future capital appreciation, risk mitigation, debt coverage and others) she has provided me with a strategic 20+ year long term financial plan, which I am grateful to have her on my team.

Wenling C.
Stay-at-Home Parent

Susan has been our insurance advisor for several years and is very professional and knowledgeable. She provides valuable advice and is empathetic to her client's situation. Most importantly, she explains things in a way that we can all understand. When my husband passed away this year, she helped us file the insurance claim in an efficient and prompt manner. This gave us enormous financial support when we lost our loved one.