Be Sure Financial
Financial advisory, wealth management and tax planning
We provide financial advice tailored to you, so you can live well today and feel confident about tomorrow.
Connect With UsHow We Help
Tax Planning and Consultation
We know there are times when taxes may get complicated. We have the services to make preparations much easier.
Investment Services
With the changes to small business taxation , let’s look at how corporations can reduce the impact of those changes on their bottom lines.
Retirement Planning
If you are transitioning to retirement we can help you put the pieces in place with our retirement planning strategies.
Business Planning and Group Benefits
Strategies to protect your business, plan for its future ownership, build retirement assets, and provide valuable employee benefits.
Banking and Mortgage Solutions
We can help you reduce financial risk and create reliable retirement income through strategies that can provide guaranteed income for life while still allowing your investments to grow.
Insurance Services
Life is unpredictable, and the right insurance strategy is one of the most important tools you have for protecting the people and goals that matter most to you.
Manulife Travel Insurance
Protect your trip with Manulife Travel Insurance, offering coverage options to help you travel with greater confidence.
Meet our Team
Larry Williams
Larry has been an advisor since 1995, and is the President and Senior Advisor of Be Sure Financial.
Sam Purac
Samir (Sam) Purac (MM) is an integral part of the financial services team at Be Sure Financial.
Mario Gutierrez
Mario Gutierrez (MBA) is a tax advisor
with over 10 years of international corporate, legal and tax experience.
Let’s Connect
All our tax preparation, planning and consultation services are available in English and Spanish.
Book a Free ConsultationBe Sure Financial Inc.
Suite 202 – 15292 Croydon Drive
Surrey, BC. V3Z 0Z5
Phone: (778) 650-1109
Toll Free: (855) 226-6796
Fax: 778-650-1141
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