• Welcome!

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

  • Contact Us

    If you ever have questions about your plan or about specific financial products, please get in touch with us.

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Beth from Burnaby

Charissa and Lloyd are approachable, professional, timely, and share vast industry knowledge.
I appreciate their experience during frequent portfolio updates and recommendations for customized results.

Sanaa from South Surrey

Great experience signing up with them! The policies were easy to understand and their rates were very reasonable. My agent was super friendly & understanding in terms of my decision making; I felt really welcomed to the Family Tree Financial family.

Gerry from Vancouver Island

Excellent service and support from Charissa. She never missed a follow-up, was always very patient and helpful, and was very diligent in keeping me posted with the status of our work together.

Our Approach

Using our 50+ years of experience and a comprehensive approach, we are passionate about providing financial advice. We use a conservative approach to help you live comfortably today and protect your legacy for the future.

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