Welcome to Alexander Potter Financial, Certified Financial Planner CFP®.
With a deep understanding of the industry and a commitment to excellence, we specialize in providing tailored coverage to meet your unique needs. Our priority is to protect what matters most to you, offering peace of mind and unmatched dedication to ensuring your best interests are always at the heart of what we do.
Tax Smart Exit Strategy
Secure Your Retirement & Keep More of Your Money with a Tax-Smart Exit Strategy endorsed by the CRA!
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The CRA Isn’t Your Partner – But Your Tax Strategy Might Be Helping Them
There’s a saying among business owners: “Revenue is vanity, profit is sanity, and cash flow is reality.” But there’s another reality that doesn’t get talked about enough—how much of your hard-earned p... ...more
Blogs
June 10, 2025•3 min read
Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your Business
Most business owners rely on accountants—but that’s only half the equation. Learn how pairing a financial planner with your accountant can help you reach your goals faster and more efficiently. ...more
Blogs
May 17, 2025•2 min read
You're Not Superman: The Hidden Risk of Putting Off Insurance
Too many business owners delay getting insured out of fear—only to discover too late that they no longer qualify; this post explains why it’s always better to know where you stand now. ...more
Blogs
May 02, 2025•3 min read
Why Key Person Insurance Could Be the Most Important Policy Your Business Ever Buys
A quick guide for business owners on how key person insurance can protect your company if a critical team member becomes unable to work or passes away. ...more
Blogs
April 17, 2025•2 min read
Legacy Secured: Why Every Family Business Needs a Succession Plan—Now
Steering a family business without a succession plan is like navigating without a compass—risky and potentially disastrous. Discover why proactive planning is essential to protect your legacy, reduce ... ...more
Blogs
April 08, 2025•2 min read
Why “Do Your Own Research” Might Be Costing You
Building a successful business or high-income career takes skill. But when it comes to succession, exit, or retirement planning—“doing your own research” might not be enough. ...more
Blogs
March 21, 2025•2 min read
Address
837 W Hastings Street, Suite 202, Vancouver British Columbia V6B 2N4
Phone
(778) 402-9630
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