Get clear, honest financial guidance from an advisor who's done it for 20+ years.
Theresa Szeto has helped 500+ Canadians take control of their income, debt, and investments. Book a free, no-pressure discovery call and see exactly where you stand.
Financial guidance across every stage of life.
From protecting your income to planning your legacy — one advisor, one relationship, no runaround.
Income Protection
Life and disability insurance so a single event never derails your family's finances.
Investment & Savings Planning
A savings and investment strategy built around your actual goals and timeline.
Business Owner Solutions
Financial strategies built for entrepreneurs — separating business risk from personal wealth.
Group Benefits & Wellness
Benefits packages that help you attract and keep great people, without breaking your budget.
Debt Elimination
A realistic, judgment-free plan to get out from under debt — without gutting your lifestyle.
Estate & Legacy Planning
Make sure what you've built actually goes where — and to whom — you intend.
20+ years helping Canadians build real, lasting wealth.
Theresa Szeto is a Vancouver-based Wealth Coach and Financial Advisor who's spent more than two decades helping individuals, families, and business owners across Canada get honest answers about their money — not sales pitches.
Her approach starts with a real conversation: what's actually going on with your income, debt, and goals, before any product or plan gets discussed.
- 500+ clients served across Canada
- 98% client satisfaction
- Results within 6 months on average
Theresa Szeto
Wealth Coach & Financial Advisor
"Always Serving People on the Frontline."
Let's talk about your money — no pressure, no jargon.
A 30-minute conversation to understand your situation and map out what to do next. No cost, no obligation.
- Free 30-minute discovery 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 discovery call.
Common questions about working with a Vancouver financial advisor
Yes. Theresa Szeto is an independent financial advisor and wealth coach based in Vancouver, BC with over 20 years of experience serving Canadian clients across a wide range of financial needs — from income protection and investments to debt elimination and estate planning.
Theresa provides income protection (life and disability insurance), investment and savings planning, debt elimination, business owner solutions, group benefits setup, and estate and legacy planning. One advisor, one relationship — no referral runaround.
As an independent advisor, Theresa isn't tied to any single bank's products or sales quotas. Her first step is always a real conversation about your actual situation — before any product or plan is discussed. That means advice built around your goals, not a branch's monthly targets.
Fill in the form on this page and Theresa's team will follow up within 24 hours to confirm your free 30-minute discovery call. There's no cost and no obligation — just an honest conversation about your money and what to do next.
Most of Theresa's clients start seeing meaningful changes within 6 months — whether that's a clear debt payoff path, better income protection in place, or a savings strategy they can actually stick to. Results depend on your starting point, but the plan is always built to move fast.
Yes. Theresa serves clients across British Columbia and Canada, including Burnaby, Richmond, Surrey, Coquitlam, and beyond. Meetings are available by phone or video, so there's no need to be in Vancouver to work with her.