Think beyond.
For 25 years, Ektos Financial has helped families and businesses understand the outcomes of their choices — inspiring clarity, confidence, and a calmer path toward financial wellness.
A boutique approach to your financial wellness
Ektos means "think beyond." Our goal is to help you understand the possible outcomes of the options before you — then encourage and support you into action. We are small by design, so every relationship stays personal.
- 25 years guiding Vancouver families and businesses
- Independent, unbiased, boutique-personal advice
- Insurance through Customplan · Mutual funds through Investia
Services built around your whole picture
From insurance to investments to retirement, we coordinate every piece so your plan works as one — calm, clear, and entirely yours.
P.A.C.T for Families & Businesses
A structured planning framework protecting what matters most across generations.
Investments
Mutual funds and portfolio guidance through Investia Financial Services.
Extended Health Insurance
Coverage that closes the gaps provincial plans leave behind.
Life & Disability Insurance
Protection tailored to your income, family, and long-term goals.
Travel & Visitors to Canada
Flexible insurance for travellers and newcomers, when it matters most.
Retirement Planning
Clear, RRSP-aware strategies for a confident transition into retirement.
How retirement-ready are you, really?
Eight honest questions. Two minutes. See how prepared you really are for retirement — and join our exclusive community for members-only insights.
Think Beyond
Trusted by Vancouver families for 25 years
"Ektos helped us understand the outcomes of our choices for the first time. We finally feel like our plan is ours — calm, clear, and entirely personal."
Mariana & Tiago R.
Family planning, Vancouver
"They explained our RRSP, TFSA and insurance in plain language. No pressure, no jargon — just clarity and a path forward."
Carla M.
Newcomer to Canada, Burnaby
"Twenty-five years of trust shows. The boutique approach means they actually know us — and our plan reflects that every time we meet."
James W.
Business owner, North Vancouver
A 20-minute conversation can change your next 20 years
No pressure, no jargon. Just a focused conversation about where you are now and where you'd like to think beyond to. Reach out — we'll find a time that works.
Book a consultationOffice
1090 West Georgia Street, Unit 1160
Vancouver, BC, V6E 3V7Phone
(604) 123-4567
