Who we are
A boutique approach to your financial wellness
Ektos means "think beyond." For 25 years, we've helped Vancouver families and businesses understand the outcomes of their choices — and act on them.
Small by design, personal by principle
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
Think Beyond
Clarity, confidence, and a calmer path forward
Led by Jose Cid, PhD, MBA, Ektos Financial brings academic rigor and human warmth to every conversation. We don't sell products — we help you understand your options and make decisions with confidence.
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