Based in Victoria, B.C. and serving clients throughout British Columbia, Iron and Pearl Financial offers Life and Health Insurance and Financial Planning services.
We specialize in helping small business owners and self-employed professionals.
We take a holistic approach to your financial health. From financial education to leveraging your insurance policy, we want to help you learn.
As self-employed professionals ourselves, we know there’s no “One Size Fits All” for planning. We can create a financial and insurance plan that is customized to your lifestyle and goals.
We can offer you and your business the following:
- Certified Financial Planning Professional®
- Money Coaching
- Life Insurance
- Disability Insurance
- Health Insurance
- Business Overhead Expense Insurance
As brokers, we’re able to sell insurance from Insurance companies across Canada, allowing us to find a plan that fits just right.
We believe it’s as important to care for our planet as it is our clients. We strive for a paperless and efficient office, as much as possible. Most forms can be completed online and meetings can be via video call or by phone.
Through our free education, financial tools, and comprehensive plans – we’re here to make a collective difference in the world. We believe that if people have the tools and education to build financial security in their lives, real change can happen.
We’re looking forward to working with you!
Iron & Pearl advisors acknowledge that we work and live and enjoy the traditional territorial land of the Songhees, Esquimalt and W̱SÁNEĆ peoples and the lək̓ʷəŋən speaking peoples, currently known as Victoria, BC, Canada.
We are committed to learning and unlearning and listening and reflecting. We are striving to take steps to dismantle and disrupt racism daily through our sharing and raising our children.
Please see our resources page for more.