About Us

FocalPoint Financial Group Inc. is an independent financial advisory firm.  When you work with us, you can be confident that you are receiving sound advice from credentialed professionals.  We deliver unbiased advice that provides comprehensive risk management, investment, retirement, tax, and estate planning strategies to address the challenges and opportunities that change brings.  

Our Philosophy

Long-term relationships are important to us.  Working with professionals and small business owners and their families, we strive to deliver a superior client experience.  We follow a holistic, evidence-based approach to recommending protection and asset building financial strategies.  We are disciplined and deliberate in the collaborative work we engage in with our clients and remain focused on your goals and priorities.

Our Process

We recognize that you have worked hard to build your quality of life.  We also recognize that life happens - those unexpected events that bring change.  To help you build and protect yourself, your family and your business, we actively engage you in a disciplined, multi-step process that integrates your current personal, professional and financial circumstances with your future desired life.

Meet our Team

Our Services

 

Financial Decision-Making for Professionals and Business Owners

Professionals and business owners face unique opportunities and challenges that place demands on their time, talent and treasure. Managing your risk and finances within your business can create opportunities and challenges. We understand that businesses evolve - and financial needs, capacity and...
 

Insurance Planning and Risk Management

Life is unpredictable and protecting your income and assets is important so that they are there when life's unplanned events arise. Many of life’s changes are not within our control. For those uncontrollable events in our life, such as injury, illness and death, you can protect your assets from...
 

Growing and Safeguarding your Wealth

Building the financial resources that are required to meet your life goals is important. This means identifying the right savings, investment and insurance vehicles to generate income and returns that advance your current and long-term financial goals. At the same time, you want to grow your wealth...

How can we put our expertise to work for you?

 

Complimentary Consultation

Videos

Tuning Out the Noise

We can help you understand what you can control and what is just noise. (2:13) 

Applying Science to Investing

Science has transformed every aspect of life - including investing. (2:26)

Staying in Your Seat

There's no proven way to time the market.  The cost of trying can be high. (0:53)

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