“Only a life lived in the service to others is worth living”
– Albert Einstein
Let us help you.
Welcome to Goddyn & Associates Financial Services
Money is one of the most important things in our lives, yet everyone seems reluctant to talk about it! We’re passionate about talking about money, saving money, and being smart about money. We help you plan for your financial successes – such as becoming a homeowner, saving for your children’s education, or making sure you can afford your dream retirement.
Our clients feel empowered after working with us because they have a clear plan for their money.
Since 1996, Goddyn & Associates Financial has worked with individuals, families and business owners to help protect what’s important. From ensuring you are set up with the right insurance policy to cover your assets to helping you initiate a simple and realistic investment strategy, we are a full-service financial practice in Kamloops, here for all your financial needs.
MORTGAGES
Finding the right mortgage solution is not just about the lowest interest rate. It is also about selecting the right product for your needs.
INSURANCE
Together we will walk through five specific steps that will ensure your goal is achieved and you walk away with the exact insurance you need.
INVESTMENTS
We follow a disciplined approach to assess the full picture, analyze the options and continuously monitor the progress towards the goal.
HOW WE WORK TOGETHER
1. We Have A Meeting
To discuss what you’re looking for and how we can help
2. Follow up to review the plan
We find the best plan for your goals
3. Execute the plan
We setup and put the plan into action
HOW WE GET PAID
You do not pay fees for our services!
Let us provide you with strategic advice tailored to your needs.
Financial Advice for Every Stage of Life.
YOUNG FAMILIES
The millennial generation faces a unique set of challenges, including a competitive job market and significant debt that can make it difficult to obtain financial stability.
We can help you set up your financial future.
MATURE FAMILIES
Everyone has a different goal for retirement. It's a huge milestone in life and one that we can't wait to reach. To enjoy your retirement years, it's essential to start planning early.
SELF EMPLOYED CONTACTORS
As a self-employed contractor, you have access to many financial tools that employees don’t. This can be an advantage, but it can also be overwhelming. Solid financial advice can relieve this.
Voted in the Top 3 Best in Kamloops for Financial Services for 8 years in a row!
Reviews from our Amazing Clients
Trusted Companies We Work With
