Find a CEA

Valley-Wide Financial Group founder Scott Findlay BA, CFP brings almost 40 years of experience yo the Financial Services Industry.  Within those 40 years he has built up a strong team that extends from Vancouver Island to Saskatchewan.  Part of the vision of the Group is to look at your finances as a whole and build a plan based on your needs and lifestyle not on a current trend.  Each plan is tailor made with your  needs in mind. 

Through collaboration and a shared idea that managing your finances is more than just your RRSP and TFSA contributions, we set out to not only help you save those funds but to protect and grow them.

Out of the concern to make sure that when life happens you are covered, the partners branched out into the field of General Insurance opening a number of Insurance companies in BC and Alberta.  From home and auto, life and commercial, Valley- Wide Insurance, in BC, and Prairie-Wide Insurance, in AB, offers competitive rates and agents that are well trained to assist you.

Part of VWFG vision is to come along side the business community and provide great group benefit packages to help businesses take care of their teams as well.  From a large company to a mom and pop operation there is a plan to suit your needs.

No matter if you are a business owner or a growing family, one thing never changes and that is taxes.  Part of the Valley-Wide Financial Group is our Tax Team who is available to prepare your taxes any time of the year and take advantage of the tax saving opportunities that are continually changing.

All parts of Valley-Wide Financial Group was strategically placed with the client in mind and the desire to help you save, protect and grow your wealth.

I assist Executors and Administrators with Will / Estate matters

A 35 year licensed Funeral Director, owner of multiple locations and interests.  Often asked difficult questions when others are unable to be located, I needed to know the answers.  Death is 24/7 answers need to be too. 

After having worked in the new construction area for several years as an In House Sales Representative and Design Centre Assistant I became a Licensed Realtor in 2007.  Ongoing education and experience is as essential to my business as referrals.  Designations I have achieved include Broker, ABR (Accredited Buyer Representative), and SRES ( Seniors Real Estate Specialist).  I look forward to utilizing my background and resources to assist people with their real estate goals.

I have been a financial advisor since 1989. My clients have the comfort of knowing i use a full planning approach to help meet their goals and needs. 

I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 years experience in Financial advisory role.

I am expertise on Retirement, Education and Investment planning. 

DFSA, CEPA, CEA

As a financial advisor with Edward Jones, we focus on holistic wealth management practices - encompassing wealth strategies and protection, insurance, tax strategies, estate strategies, charitable giving, inter-generational planning and divorce finances.  As a CEPA, I often work with business owners to help them understand their exit options and ensure that their personal, financial and business plans are aligned.  My practice is well suited for multi-generational families, small business owners and individuals experiencing unique or complex issues.  I offer meetings in-person at your place or my office, Zoom or phone interviews, to suit your lifestyle and needs.  My clients value our close relationship, open and honest communication on a regular basis and a comprehensive financial plan.

We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property - empowering them with knowledge and know-how.  We help trustees and attorneys fulfill their responsibilities with tailored, personalized support that is charged by the hour - so there is no minimum estate value.   We work with your chosen current professional advisors and supplement them with our professional team, if necessary.  Alternatively, if needed, we can be appointed as the executor or attorney. We also do estate/trust accounting and prepare the court appointed books in passing form.