WealthSense Financial Group Inc.

WealthSense Financial Group Inc. WealthSense Financial Group Inc.

is a leading financial planning firm that specializes in working with professionals and business owners by providing them with effective solutions to build, maximize and secure their lifetime wealth. Insurance products, including segregated fund policies are offered through WealthSense Financial Group, and investment representatives Nelson Simoes and Agustina Coccaro offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Most parents insure everything: home, car, even their phone, but often overlook one of the most important protections: t...
04/01/2026

Most parents insure everything: home, car, even their phone, but often overlook one of the most important protections: their child’s health.

Child critical illness coverage isn’t about expecting the worst. It’s about being prepared if life takes an unexpected turn. A serious illness can place emotional and financial strain on a family, from time off work to travel for treatment and out-of-pocket medical costs.

This type of coverage provides a tax-free lump sum that gives you flexibility when you need it most so you can focus on your child’s recovery, not your finances.

Please message us if you'd like to learn more about this valuable coverage.

We protect the things we use every day…But the people who depend on us deserve protection too. ❤️If life insurance is so...
03/11/2026

We protect the things we use every day…

But the people who depend on us deserve protection too. ❤️

If life insurance is something that’s been on your to-do list, we’re always happy to answer questions or walk through your options.

Carter Melnyk is a Financial Security Advisor at WealthSense Financial Group Inc., where he works closely with professio...
02/03/2026

Carter Melnyk is a Financial Security Advisor at WealthSense Financial Group Inc., where he works closely with professionals and business owners to create customized, comprehensive financial plans. With a background in economics and business from the University of Victoria—where he also played on the university hockey team—Carter brings a strong analytical foundation and team-oriented mindset to every client relationship.
He is passionate about helping clients feel confident and in control of their financial futures, whether that involves investment strategies, insurance planning, or long-term wealth building.

Yesterday a member of the WealthSense team attended a dinner with speaker Ilan Kolet, Institutional Portfolio Manager an...
01/22/2026

Yesterday a member of the WealthSense team attended a dinner with speaker Ilan Kolet, Institutional Portfolio Manager and part of Fidelity's Global Asset Allocation team. These opportunities help us stay current on market trends and bring informed, forward-looking insights back to our clients

The moments we share with the people we love are truly what matter most. They remind us how important it is to protect t...
12/26/2025

The moments we share with the people we love are truly what matter most. They remind us how important it is to protect their future just as carefully as we cherish our time together now.

One of the most meaningful steps you can take for your family is making sure they’re supported, no matter what life brings. That’s where the right life insurance plan makes all the difference.

As independent insurance brokers, we’re here to guide you toward options that fit your life, your goals, and the people who depend on you.

Not sure how much coverage your family needs? Start with our quick 10-question assessment and get clarity in just a few minutes. https://form.jotform.com/WealthSense/life-insurance-questionnaire

WealthSense Employee Spotlight: Clare Chan is our Client Service Specialist and brings over 12 years of experience to th...
12/16/2025

WealthSense Employee Spotlight: Clare Chan is our Client Service Specialist and brings over 12 years of experience to the WealthSense team. She provides an incredible amount of care and attention to client accounts, and strives to provide the best experience possible.

12/10/2025

Life can change in an instant and having the right insurance in place means your loved ones are always taken care of.

We’re independent insurance brokers who help families across Canada find the coverage they need, with plans built around real life and real responsibilities.

Not sure how much coverage you actually need? Take our quick 10-question Life Insurance Needs Assessment to find out. https://form.jotform.com/WealthSense/life-insurance-questionnaire

Your future deserves protection.
We’re here to help every step of the way.

Nelson was invited to attend the Elite Business Acceleration Forum in Toronto last week, a meeting of top advisors from ...
12/01/2025

Nelson was invited to attend the Elite Business Acceleration Forum in Toronto last week, a meeting of top advisors from across Canada. The event featured outstanding presentations from several high-profile speakers, including former Prime Minister The Right Honourable Stephen Harper, who shared valuable perspectives on Canada’s economic and political landscape, along with insights on broader international and geopolitical developments.

11/27/2025

Have you ever waited days or weeks to hear back from your financial advisor? If you're tired of feeling like just a number to the advisor or institution that is managing your finances, it may be time for a change.

At Wealth Sense Financial Group, we return calls and emails in hours, not days. Your account will be managed by one of our core team of advisors, who work together to ensure that each client gets the attention and support they need.

Your financial future shouldn't be put on hold. Book a Free Consultation to learn more: https://wealthsensefinancial.com/

11/12/2025

When the economy feels unpredictable, it can be daunting to plan for retirement and manage your investments. However, at times like this, it's crucial to build an expert-led financial plan that decreases risk and maximizes your wealth.

Not sure how to get started? Take our Retirement Readiness Questionnaire and find out if your plan is on the right track or if there are gaps that you could use some assistance with.

We are a small, dedicated team that ensures each client receives personalized strategies that align with where they are today and where they want to be tomorrow.

Take our questionnaire today. https://form.jotform.com/WealthSense/retirement-readiness-questions

10/29/2025

Retirement isn’t just about the money — it’s about the life you want to live when work isn’t running the show anymore.

Whether you dream of slow mornings with coffee, seeing more of the world, or spending time with the people you love most, the key is making sure you’re truly ready.

But here’s the thing: most people think they’re on track… until they realize they’ve underestimated expenses, taxes, or how long their savings need to last.

That’s where we can help.

At WealthSense Financial, we’ve created a quick Retirement Readiness Assessment to give you a clear picture of where your planning stands — and what you can do to make it stronger.

It only takes a few minutes, and it could change how you feel about your future.

Take the Retirement Readiness Assessment today: https://form.jotform.com/WealthSense/retirement-readiness-questions

Address

310-1650 West 2nd Avenue
Vancouver, BC
V6J1H4

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+16046886535

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