Company Information

Get to know Balance Financial - Shawna McCrea

Founded and led by President Shawna McCrea, Balance Financial is a Canadian financial services company focused on providing holistic and unbiased financial planning. The firm's mission is to build long-term relationships with clients by understanding their unique goals and creating tailored strategies. Their core services include life, disability, and critical illness insurance, as well as investment planning with products like RRSPs, TFSAs, and RESPs. They also offer specialized services for business owners, such as group benefits and succession planning.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service
Financial Wealth Management

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Balance Financial - Shawna McCrea

Canada

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.