Flow Financial Planning Ltd. is a boutique wealth management firm based in Coquitlam, British Columbia. Founded by the husband-and-wife team of Chris and Amarisse, the company focuses on providing holistic and personalized financial planning services. Their mission is to help clients achieve financial clarity and confidence through comprehensive strategies that encompass investment management, retirement planning, insurance, and tax efficiency. They emphasize a process-driven, educational approach to building long-term financial security for their clients.

Founded in

United States