The CanTrust Financial team consults for a select group of successful business owners and professionals. We understand and value their desire to optimize their net worth in order to protect and enhance their wealth. With a dedicated team of professionals committed to understanding the unique needs of each client, we focus on both corporate and personal wealth management, and work towards providing tailored solutions which focus on achieving a client’s financial needs and goals. Our team is committed to knowing what's important to our clients, protecting what they have built, and accelerating their journey toward a work-optional lifestyle. Our aim is to give them more time and financial freedom, enabling them to enjoy a fulfilling lifestyle and spend more quality time with loved ones in the places they value most. We emphasize the importance of financial security and wealth-building. The scope of our strategies is comprehensive and our recommendations guide them on their journey to building the lifestyle that is important to them.
Looking for a particular CanTrust Financial Services employee's phone or email?
The CanTrust Financial Services annual revenue was $200000 in 2026.
David Morisette is the VP Wealth Planning and Investments of CanTrust Financial Services.
3 people are employed at CanTrust Financial Services.
CanTrust Financial Services is based in Surrey, British Columbia.
The NAICS codes for CanTrust Financial Services are [522320, 52232, 52, 522, 5223].
The SIC codes for CanTrust Financial Services are [73, 738].