Planning that fits Chilliwack
Affordability-driven growth means many Chilliwack families are first-time homeowners getting serious about protection and savings for the first time.
Whether you are in Sardis, Vedder Crossing, Promontory or anywhere across Chilliwack, we build a plan around your goals and shop the whole market on your behalf.
Who we help in Chilliwack
Tailored strategies for the people and priorities most common across Fraser Valley.
First-time homeowners and young families
Farm and small-business owners
Commuters consolidating their finances
Pre-retirees protecting land and legacy
Insurance & investment solutions in Chilliwack
Full-market access to the protection and growth strategies that matter most.
Serving every community in Chilliwack
Financial advice in Chilliwack, answered
Yes. Mode Money Managers™ serves clients throughout Chilliwack and the surrounding Fraser Valley, both in person and virtually. As an independent fiduciary firm led by Sanjay Gupta, CFP®, we work across all of British Columbia, so Chilliwack residents get the same full-market access to insurance and investment solutions as our Surrey head office clients.
We are fully independent. We are not tied to any single bank or insurer, which means we shop the entire Canadian market on behalf of Chilliwack clients and recommend what genuinely fits your situation, not a proprietary product line.
For insurance products there is no direct fee to you; the insurer pays a commission embedded in the premium. Initial consultations for Chilliwack residents are always complimentary. For investment planning, fee structures depend on the accounts and products involved and are explained transparently up front.
Absolutely. A large part of our practice is helping newcomers across Fraser Valley set up their first RRSP and TFSA, build Canadian credit, arrange life and Super Visa insurance, and understand how worldwide income is taxed in Canada.
Ready to plan your future in Chilliwack?
Book a complimentary discovery call with Sanjay Gupta, CFP®, and see what independent, fiduciary advice looks like.