Prospeo
Hero Section BackgroundHero Section Background
Financial Confidence

Financial Confidence

Financial ServicesFlag of CAVancouver, British Columbia, Canada1-10 Employees

Company overview

Headquarters850 - 1185 West Georgia Street, Vancouver, BC V6E 4E6, CA
Phone number+16046625500
Website
NAICS52
SIC631
Keywords
Investment Management, Business Continuity, Corporate Governance, Estate Planning, Life Insurance, Retirement Planning, Business Transition, Wealth Management, Tax Planning, Succession Planning, Tax Strategies, Legacy Planning, Family Office, Contingency Planning, Business Exit Planning, Family Governance, Business Family Planning, Life Insurance Value Optimization, Purposeful Wealth Transfer
Founded2001
Employees1-10
Socials

Key Contact at Financial Confidence

Flag of CA

Keith Brown Cfp

President & Founder

Financial Confidence Email Formats

Financial Confidence uses 2 email formats. The most common is {first name} (e.g., john@financialconfidence.com), used 55.6% of the time.

FormatExamplePercentage
{first name}
john@financialconfidence.com
55.6%
{first initial}
j@financialconfidence.com
44.4%

About Financial Confidence

At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies. Specializing in Optimal Family Wealth Transfer, Resilient Business Continuity, and Incomparable Life Insurance Value, we optimize life insurance to drive wealth accumulation, preservation, and transfer, while ensuring business stability and successor accountability. Our mission: deliver tailored solutions for lasting financial success. Our team offers deep expertise to tackle wealth leakage and seizing opportunities via trust-based collaboration. We craft plans for business succession and purposeful wealth strategies that align with your goals, preventing losses through tax-efficient trusts, succession funding, and optimized insurance. Our brand reflects a commitment to enduring confidence. We simplify complexity, co-creating future-proof plans that connect your business, family, and personal aspirations. Whether passing a business on to the next generation of owners, securing a family legacy, balancing executive wealth, or building retirement confidence, we deliver bespoke solutions. With our expertise, your life insurance becomes a dynamic asset, your continuity plans ensure resilience, and wealth transfer goals carry purpose. Connect with us to elevate your financial strategy, multiply your wealth’s impact, and experience financial confidence!

$

Financial Confidence revenue & valuation

Annual revenue$1,023,228
Revenue per employee$114,000
Estimated valuation?$3,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Manager
Founder/Owner

Employees by Department

Financial Confidence has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Financial Confidence has never raised funding before.

Financial Confidence Tech Stack

Discover the technologies and tools that power Financial Confidence's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Neve

Neve

WordPress themes

Apache HTTP Server

Apache HTTP Server

Web servers

jQuery

jQuery

JavaScript libraries

OrbitFox

OrbitFox

Widgets

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Yoast SEO

Yoast SEO

SEO

Frequently asked questions

Financial Confidence is located in Vancouver, British Columbia, CA.
You can reach Financial Confidence at +16046625500.
Financial Confidence was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Financial Confidence has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles