Financial Planner serving clients from South Surrey/White Rock to Burnaby, Vancouver... and beyond

"Carey's style of interacting with me has involved the rare combination of business-like efficiency coupled with the ease of talking to a friend. I've been impressed with his financial knowledge and very much appreciated the promptness with which he replies to e-mails and phone calls."

Les Peters, Teacher - client since 1999 (South Surrey / White Rock, B.C.)

"My wife and I enjoy working with Carey Vandenberg. Carey offers a lot of true wisdom when it comes to financial matters. He is a man of integrity and I highly recommend him."

John Tsang, Pastor, Richmond, BC - client since 1997

"I like your approach to making my funds grow at a steady pace. Who needs the wild swings which only cause indigestion and sleepless nights. I can call you at any time to ask your opinion and advise."

Allan Davidson, Marketing Manager, Teck Corp., Vancouver, B.C. - client since 1995

"After talking to many people about their financial advisors, Carey is one of the most compassionate, and customer oriented individuals I've known."

Ron Modi, Client since 1988 (North Vancouver, B.C.)

The foundation of what we do as it relates to the Financial Planning Partnership with our clients is built on these 3 words: "ATTENTIVE - ATTUNE - ATTAIN"

I'll use Mike Holmes, the TV renovation personality to give you a sense of what "Attentive, Attune, Attain" can mean should you choose to partner with us as your Financial Planning team.

ATTENTIVE - Paying close attention to something; diligent in attending to the comfort or wishes of others

In Mike Holmes' work that you see on TV he first talks in depth with the home owners he will be working with. You can see he feels what his clients are feeling. He wants to really understand what their needs are. He wants to do the best job possible and recognizes that only with listening and a deep empathy for their situation, that he will be able to achieve that.

ATTUNE - To bring into a harmonious and responsive relationship.

Mike Holmes deeply cares about the relationship. He does what he does because he cares about the people he works with and he knows how much the people he is working for rely and trust him. That is what drives him to do the best job possible.

ATTAIN - Succeed in achieving; to arrive at, as by virtue of persistence.

He works through the trials and bumps along the way but in the end he walks with the homeowner through their completed home and celebrates with them in being able to attain their end goal, together.

Our pledge to you is this:

We will listen carefully to what you are saying
and be attentive to your desires as well as your fears
so together we can build and enjoy
a harmonious and responsive relationship
attaining your life's dreams and through that
we will be attaining ours.

Carey's Signature

Carey Vandenberg
Chartered Financial Planner