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Finances
Investment, retirement, debt reduction, tax-saving strategies, mortgages and financial wellness planning.
Explore Finances →Financial Planning & Insurance in Surrey, BC
Protect Your Wealth. Plan Your Future.
CABA Wealth Partners provides personalized financial planning, life insurance, retirement and investment strategies, health protection, estate planning, and business solutions for individuals, families, and business owners across British Columbia.
Where Partnership Meets Growth
1:1Dedicated advisor for every client
100%Personalized financial strategies
$0Cost for strategy session
360°Holistic view of your financial life
Access to a broad range of financial solutions
Your future. Our commitment.
Your Life. Your Goals. Our Strategy.
We believe wealth is more than numbers.
It is about the life you want to live and the future you want to create. Our approach is built on clarity, structure and long-term vision. We align your financial strategy with your personal values so every decision supports the bigger picture.
Meet Our Team →★★★★★Trusted by families. Built on integrity.
One strategy. Four connected areas.
Financial planning should feel connected.
CABA brings finances, insurance, health protection and business planning into one clearer conversation, so decisions can support the bigger picture instead of being made in isolation.
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Insurance
Life insurance, estate planning support and travel protection strategies built around the people who matter most.
Explore Insurance →03
Health
Health and dental, critical illness, disability, long-term care and other protection solutions.
Explore Health →04
Business
Business overhead, key person protection, group benefits and executive compensation planning.
Explore Business →Not sure where to start?
Get a clear view of your financial priorities with a complimentary CABA strategy session.
Who CABA Helps
Different lives. Different priorities. One clearer plan.
The right strategy depends on where you are now, what you are building, and what you want to protect.
Individuals & Families
Build financial confidence around everyday decisions, family protection, debt, savings and long-term goals.
- Life and income protection
- Debt and mortgage planning
- Education and family goals
Pre-Retirees & Retirees
Create a more deliberate transition from building wealth to using it with confidence.
- Retirement income planning
- RRSP, RRIF and LIF strategies
- Estate and legacy considerations
Business Owners
Protect the business, support key people and coordinate business planning with personal financial goals.
- Key person and overhead protection
- Group health benefits
- Executive compensation strategies
Why CABA Wealth Partners
Built on Trust. Driven by Results.
Because your needs are unique, your financial plan should be built around you. CABA Wealth Partners helps individuals, families and business owners understand their options and create a strategy designed around protection, stability and long-term goals.
Personalized strategies built around you
Transparent, education-based guidance
Long-term relationship focus
Accessible planning for individuals, families and businesses
Financial clarity starts with the whole picture.
From protecting income and managing debt to building wealth, planning retirement and protecting a business, CABA brings the major pieces of your financial life together.
Financial PlanningBuild a clear roadmap.
InsuranceProtect people and income.
Health ProtectionPrepare for unexpected costs.
Business PlanningProtect continuity and key people.
A simpler planning experience
From uncertainty to a clearer roadmap.
CABA’s approach is designed to make complex financial decisions easier to understand and easier to act on.
1
Understand
Start with your goals, priorities, current situation and the questions that matter most to you.
2
Identify
Look for gaps, competing priorities and opportunities across protection, finances and long-term planning.
3
Build
Create a personalized roadmap that connects the major areas of your financial life.
4
Review
Revisit the strategy as life, family, business and financial priorities evolve.
Explore Our Services
A Clearer Roadmap for Your Financial Life
A one-stop approach to simplifying the complicated, bringing the major parts of your financial strategy together.
Investment
Comprehensive investment support tailored to every stage, including RRSP, RESP, RDSP, TFSA and FHSA planning.
Learn more→Retirement
Build a retirement strategy with guidance around annuities, RRIF, LIF and guaranteed income strategies.
Learn more→Debt Elimination
Strategies to reduce financial stress, prioritize higher-interest obligations and accelerate your path to stability.
Learn more→Tax Saving Strategy
Proactive planning, income-splitting considerations and investment structuring designed to improve tax efficiency.
Learn more→Financial Wellness
Take control of day-to-day finances, strengthen resilience and make consistent progress toward long-term goals.
Learn more→Mortgage Solutions
Guidance on securing and managing a mortgage that fits within your broader financial roadmap.
Learn more→Life Insurance
Term Life, Whole Life and Universal Life solutions designed around protection needs, budget and long-term goals.
Learn more→Estate Planning & Will
Organize your financial affairs so assets can be distributed according to your wishes and loved ones are better protected.
Learn more→Travel Insurance
Protection for emergency medical expenses while travelling, including coverage considerations for visiting family members.
Learn more→Health & Dental
Health and dental protection options for individuals and families to help manage everyday healthcare expenses.
Learn more→Critical Illness
Financial support designed to help protect your household if a covered critical illness changes your ability to work or earn.
Learn more→Disability Insurance
Income protection that can replace a portion of earnings if illness or injury prevents you from working.
Learn more→MyDignity Home Care Assistance Plan
Planning support for in-home care needs with a focus on maintaining independence, dignity and financial preparedness.
Learn more→Long-Term Care
Prepare for future care needs with coverage designed to help address caregiver or care-facility costs.
Learn more→Super Visa Insurance
Coverage options for parents and grandparents visiting Canada under the Super Visa program.
Learn more→Business Overhead & Key Person
Protection strategies designed to help a business manage essential expenses and key-person risk after an unexpected disruption.
Learn more→Group Health Benefits
Health, dental and life benefit options designed to support employee recruitment, retention and workplace protection.
Learn more→Executive Compensation
Strategies for retained earnings, retirement savings options and executive reward structures.
Learn more→Complimentary Financial Wellness Review
See the whole picture before making the next move.
A useful financial conversation should start with clarity. The complimentary strategy session gives you space to look at where you are today, what you are trying to accomplish, and which areas may deserve attention first.
Clarify financial priorities
Identify protection and planning gaps
Connect short-term decisions to long-term goals
Leave with clearer next steps
Clarity before complexity.
One conversation can help organize the priorities competing for your attention.
Turn information into a plan.
Talk through your goals, protection needs, retirement priorities, or business planning questions with CABA.
Careers
Build a Career Around Helping People
Are you passionate about helping people protect what matters most? CABA Wealth Partners is looking for motivated, client-focused individuals to join its growing team as business partners.
Build client relationships
Guide financial decisions
Recommend solutions
Leadership growth
Flexible work
Ownership opportunities
Who We're Looking For
Motivated people with strong communication skills and a desire to learn and grow.
Explore Career Opportunities →Questions before you begin?
Start with clarity.
You do not need to have every financial question figured out before speaking with CABA.
View All FAQs →Is the initial strategy session really complimentary?
Yes. CABA’s website positions the strategy session at $0 so you can start by discussing your goals and priorities before deciding on next steps.
What can I discuss during the session?
You can discuss financial planning, insurance, retirement, investments, debt, health protection, estate planning or business-related planning needs.
Does CABA work with business owners?
Yes. CABA offers business-focused solutions including business overhead and key person protection, group health benefits and executive compensation planning.
Do I need to know exactly what I need before booking?
No. The purpose of the first conversation is to understand your priorities, identify the areas that deserve attention and help create clearer next steps.
Where is CABA Wealth Partners located?
CABA Wealth Partners is located in Surrey, British Columbia and serves individuals, families and business owners across British Columbia.
Visit CABA Wealth Partners
Financial planning, right here in Surrey.
Meet with CABA Wealth Partners in Surrey, British Columbia and start with a clearer conversation about your financial priorities, protection needs and long-term goals.
