Alyssa Wiens
Job title: Financial Planner, Sun Life, CFP®
Area(s) served: British Columbia
Trustworthy advice you can count on
Working together
With a passion for helping Clients achieve their financial goals, Alyssa brings extensive knowledge and experience to every engagement. From fundamental finance to complex strategies, Alyssa will help you build lifetime financial security.
Alyssa takes a comprehensive approach to investment management, risk mitigation, retirement planning, high-net-worth financial planning, and wealth preservation. She aims to obtain a holistic understanding of Clients' family dynamics, financial aspirations, and goals. With that, she can create customized plans that align with their unique circumstances and long-term vision.
Depending on the specific needs of Clients, she often collaborates closely with our estate panning team. This allows her to develop strategies that address the complexities of transferring wealth while minimizing tax implications and maximizing opportunities for future generations.
Alyssa is committed to building enduring relationships with Clients. It enables her to provide ongoing guidance and adapt strategies as their needs evolve over time.
The process
When we begin working together, I’ll set up an introductory meeting to understand your needs and goals. We’ll determine if we’re a good fit for one another. From there, I’ll build and get moving on your customized financial plan. We’ll adjust and make recommendations when life changes and transitions present themselves.
I’m located in Vancouver, British Columbia. I offer in person and virtual appointment to Clients throughout the lower mainland of British Columbia. Contact my office to get started.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Client testimonials
"I have had the pleasure of working with Alyssa since January 2014 when she helped coordinate an RRSP purchase while I was temporarily working in Northern Uganda, not the easiest feat. In October of 2014 I met my husband Eric who was so impressed with Alyssa that he transferred all of his accounts to her to manage. We did not think about changing advisors when we left Vancouver - Alyssa was too good to give up! We are confident that Alyssa's expertise and attention to detail have helped our assets grow over the past few years. Her strategies are helping us to meet our financial goals and we value her honesty and professionalism." - Allison K. and Eric D. - Professional couple
" I have known Alyssa for many years now. Alyssa introduced herself to our company, Kirkpatrick Auto & Fleet Repair Ltd. many years ago. She assisted us with setting up the best benefit plan possible with competitive pricing and made sure we understood the ins and outs of the program. Alyssa has always been professional and explained everything to us in great detail. She makes sure every year that our renewals come in at a competitive rate, and if we are not satisfied she is sure to shop around for what suits us as a company. Alyssa has a very professional and friendly demeanor, and she is very knowledgeable. She has also since set us up with life insurances for our families and once again, makes sure they are affordable and fitting for our circumstances. We have always enjoyed Alyssa popping into our business to say hi, and make sure we are satisfied with what we are currently set up with and is happy to assist us in any changes or give us advice in regards to her services. I highly recommend Alyssa if one is looking to purchase life insurance, company benefits and so much more." - Shanda D. - Business Owner
"I have been a client of Alyssa for six years and would highly recommend her services. Alyssa has played an integral role in building my personal financial well-being. She always meets with me to review my portfolio, making suggestions on any improvements, and provides any answers I may have. Alyssa always stays up to date with the latest market trends and puts my interests first. I have been more than happy with the results she has provided me. Her integrity, professionalism, and knowledge are invaluable." - Wally L. - Professional
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