Creating new moments
Simplifying your personal and business finances.
We get it. Finances can be daunting. Personal, business, it’s all a ton of decision making and noise to work through in today’s market. At Numo Financial, we believe in re-framing the money narrative, and finding the root of your financial goals in a transparent and relatable way. Our financial advisors all work, live and raise families in your community, which allows us to connect with clients and meet them where they are at in life. Above all else, we believe your money is a vehicle for creating new moments, and we look forward to sharing these moments together.
Financial Planning
Goal setting, budgeting, accountability, coaching, retirement strategies
Insurance Solutions
Life Insurance, disability, critical illness, group benefits, mortgage
Corporate Strategy
Advice on tax efficiency, asset management, partner agreements, estate planning
“Brady and the team at Numo Financial have been profound contributors to the success of my portfolio, both personally and professionally for the past 5 years. As a busy entrepreneur and working parent I appreciate the initiative team Numo takes in keeping me on track and supporting the growth of my business”
– CM
Meet our Vancouver Financial Advisor Team
Living in North Vancouver, Squamish, Vancouver and serving clients throughout the Lower Mainland and BC, our Numo team promises to bring enthusiasm, work ethic, and authenticity to every touchpoint. Connecting and listening to our clients' stories and sharing in their success and growth is the best part of what we do.
