Travis Strain, CFP

Specialties

Wealth creation, preservation and transition are challenges not easily overcome in today’s turbulent markets. The multiple forces of sub-​prime mortgage crises, covert inflation and skyrocketing healthcare, food and fuel prices impact every aspect of our material lifestyle and daily existence. There is an increased need to build a financial plan and protect ourselves, our families and businesses against the ravages of unpredictable and unstable circumstances which can crush the dreams of those not acting in a financially prudent manner.

Life is too unpredictable to navigate the future landscape with the wrong financial guide and uncertain maps and directions. Stock markets may fluctuate, but personal service delivery should not. You should always receive top not service from your financial planner.

What we do is to consolidate all of your family assets into one balanced program so that you can improve your asset accumulation in less time with fewer risks along the way.

History

Established in 2006.

Travis Strain’s Financial Planning Practice was started in 2006 and in 2010 transitioned into it’s new home with the Mutual Fund dealer Worldsource Financial Management Inc. Since then the practice has been bringing on high net worth professionals and business owners who want to take control of their investments and financial plan to ensure their wealth is maximized.

Meet the Business Owner

Travis S.

Business Owner

Travis Strain has been an advisor since 2006. His Bachelor of Commerce through the University of Victoria as well as his Certified Financial Planning Designation (CFP) created an ideal foundation for his work as a financial planner.

Travis is passionate about listening to problems before prescribing solutions and then repositioning his client’s family balance sheets in order to speed up the wealth creation process — whilst taking care of major risks along the journey. His focus is on high-​wealth families, small business owners and busy professionals.

Travis enjoys staying active through playing soccer for a local men’s team in Langley, BC as well as lending a helping hand on the family farm. On top of that he is active in the community, serving as the president of Langley Canada Day Celebrations Society since 2011, sitting on the Board of Directors of the Langley International Festival for 3 years, volunteering in many other capacities.