Financial planning built for business owners — not just employees.
Theresa Szeto helps Vancouver entrepreneurs separate business risk from personal wealth, protect their income, and set up benefits that keep good people around.
Your business took years to build. Your finances should be planned with the same care.
Business Owner Solutions
Strategies that separate your business risk from your personal financial security.
Group Benefits & Wellness
Benefits packages sized for your team — a real recruiting and retention advantage.
Estate & Succession Planning
A plan for what happens to your business — and your family's finances — down the road.
20+ years working alongside entrepreneurs and business owners.
Theresa Szeto is a Vancouver-based Wealth Coach and Financial Advisor who understands that running a business changes how your finances work — income isn't steady, risk is personal, and generic advice rarely fits.
She works directly with entrepreneurs and business owners across Canada to build plans that actually reflect how their business — and their life — really runs.
- 500+ clients served across Canada
- 98% client satisfaction
- 20+ years in financial services
Theresa Szeto
Wealth Coach & Financial Advisor
"Always Serving People on the Frontline."
A 30-minute conversation about your business and your money.
No cost, no obligation — just a clear look at where you stand and what's worth doing next.
- Free 30-minute call
- No obligation, ever
- Usually hear back within 24 hours
You're booked in!
Theresa's team will reach out within 24 hours to confirm your call.
Common questions about financial planning for Vancouver business owners
At minimum: income protection so a health event doesn't wipe out your business and personal finances, a strategy to separate business risk from personal wealth, and a plan for what happens to the business if you can no longer run it. Group benefits are also worth exploring if you have even one employee — they're a real recruiting advantage.
Yes. Theresa works with businesses of all sizes — including sole proprietors with a small team — to find group benefits packages that fit both team size and budget. A well-structured plan helps attract and keep good people without overspending.
Business owners face challenges employees don't: variable income, personal liability exposure, no employer benefits, and the added complexity of what happens to the business on exit or death. A proper plan addresses all of these — not just savings and investments.
Succession planning determines what happens to your business — and the wealth tied up in it — when you retire, sell, or pass away. Without a plan, the business can lose significant value or create serious problems for your family. Theresa helps Vancouver entrepreneurs build a succession strategy that protects what you've built.
In the 30-minute call, Theresa will review your personal vs. business financial exposure, walk through group benefits options for your team size and budget, and discuss income protection if you're ever unable to work. No cost, no obligation — just an honest look at where you stand.
Yes. Theresa works with entrepreneurs and business owners across British Columbia and Canada. Strategy calls are available by phone or video, so your location doesn't matter — what matters is getting a plan in place.