Q: What does your firm specialize in?
A: NextLevel Financial Services specializes in providing comprehensive financial advisory services tailored to the unique needs and goals of individuals, families, corporations and indigenous organizations. Their offerings encompass a wide range of financial planning and management areas, ensuring clients receive holistic and personalized advice.
Q: What makes your firm different?
A: At NextLevel Financial, we understand that your financial journey is as unique as you are. As each client is served by a dedicated team, we take a truly personalized approach — tailoring our advice to align closely with your specific goals and preferences.
No two clients are the same, our commitment is to listen carefully, design strategies that fit your life, and support you every step of the way. With NextLevel, you’re not just a number — you’re a valued partner on a path to financial success.
Q: Can I track my investments online?
A: Absolutely. Through our client portal, you can securely track your investments anytime, anywhere — with access to performance updates, statements, and communications all in one place.
Q: How do you ensure data and investor privacy?
A: We follow strict cybersecurity protocols, encryption standards, and compliance with data protection laws
Q: Are there any hidden fees?
A: No. All fees are clearly outlined in offering documents and are fully transparent to investors.
Q: Is there a minimum investment amount?
A: Normally we see clients with investable assets over $500,000. However, many of our clients refer family and friends; we are able to accommodate referrals from engaged clients.
Q: Do you do taxes?
A: We prepare personal tax returns for many of our clients.
Q: Are you a fee for service advisor?
A: Yes. We believe in full transparency, which is why we use a fee-for-service structure. This ensures our recommendations are always objective and aligned with your best interests. This will be discussed in our initial meeting.
Q: What do clients get when working with a NextLevel Advisor?
A: With NextLevel Financial, you receive a truly comprehensive advisory partnership. From financial and retirement planning to portfolio management, insurance analysis, and estate planning, we provide tailored guidance to help you achieve your financial goals with confidence.
Q: What are your office hours?
A: We are open Monday to Friday from 8:00 a.m. to 4:00 p.m. Outside of these hours, we are happy to schedule meetings by appointment to accommodate your schedule.
Q: Do you offer Retirement planning?
A: Yes; retirement planning is one of our core specialties. We help you design a retirement strategy that balances lifestyle goals with tax efficiency, ensuring you can enjoy your retirement years with financial confidence.
Q: Do you accept clients outside of British Columbia?
A: Yes. While we’re based in British Columbia, we proudly serve clients across multiple provinces in Canada.
Q: Are you a bank?
A: Although we offer some banking products; we are not a bank. We are an independent financial advisory and planning firm dedicated to helping you achieve your financial goals.
