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Welcome to Financial Management (BC) Inc.

Service is our passion!

We are a team of highly motivated professionals with extensive knowledge and experience.  All of the functions within our business are of equal importance to us.  We explore exactly what requirements are needed and use our skills and experience to deliver the best possible results for our brokers and their clients.  Our access to a large pool of resources gives us the capability to offer the best solutions available in the market.

We have been serving independent advisors since 2002.  From our locations in Vancouver, Victoria and Kelowna, we have provided our advisors with stability and service to better help them serve their clients' financial needs.We specialize in back-office administration utilizing all technologies that help provide top level service.

Financial Management (BC) Inc.:
2050-1050 West Pender Street
Vancouver, BC V6E 3S7
Tel: (604) 605-1644  /  Toll-Free 1(800) 605-1644
Fax: (604) 605-1674
infobc@fmbrokerage.com

FM Vancouver Island
1009 Cook Street
Victoria, BC V8V 3Z6
Tel: (250) 479-2138  /  Toll-Free 1(877) 430-6060
Fax: (250) 479-2168
infobc@fmbrokerage.com
 

FM BC Interior
1605 Bertram Street
Kelowna, BC V1Y 2G5
Tel: (250) 859-0092  /  Toll-Free 1(800) 605-1644
Fax: (250) 984-0766
infobc@fmbrokerage.com

Benefits of choosing Financial Management as your MGA
  • * You own your business

  • * Your commissions are vested with you.

  • * Unsurpassed service and support.

  • * Ongoing education & training through our Education Days.

  • * Access to state-of-the-art technology
    - Napoleon, comprehensive back office system, available 24/7.
    - WEIS (Web Enabled Illustration System), takes your software worries away, available 24/7.
    - WinFund, Investment Product Trading System, available 24/7.

  • * Access to 15 major insurance carriers in Canada.

  • * Access to other lines of business: CustomCare Private Health Spending Plan, ETFS-Travel and Healthcare Solutions, Portfolio Strategies Corporation, group plans. 

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