About Us
Richard Navarro
Certified Financial Planner®
Responsible Investment Specialist
Investment Fund Advisor
Richard Navarro, CFP®, RIS has been helping his clients make wise financial decisions since 1995. As a Certified Financial Planner® Professional, his many years of experience and accumulated knowledge will help give you peace of mind as you navigate your financial journey.
(604) 880-8530
richard@navarrofinancial.ca
David Navarro
Responsible Investment Specialist
Investment Fund Advisor
David transitioned from the non-profit world into Financial Services in 2020. His driving commitment remains the same: be there for people, through whatever they’re facing.
(778) 549-0489
david@navarrofinancial.ca
What We Do
Our mission is to help position our clients to protect and grow what matters most to them. We work with clients to discern their total financial picture, and seek to align their financial decisions with their goals, priorities, and values. We do this by developing a customized plan according to the client’s priorities, budget, and timeline.
We are licensed to offer a variety of financial products such as life insurance, critical illness insurance, disability insurance, segregated funds, mutual funds, annuities, RESPs, RRSPs, and RRIFs from a variety of companies.
Financial planning is charting a course or a road map to peace and prosperity. It is choosing the path to a desired destination and taking steps towards it, while being prepared for the turns the road may take. We’re with you on this journey, every step of the way.
We don’t represent a company. We represent you.
If you go to a bank for financial planning, they will only recommend that bank’s financial products - regardless of whether those products are the absolute best for you.
At Navarro Financial Group, we are independent brokers. Our affiliation with Investia and Hub ensures broad-based access to all major financial service product providers in Canada. That means that means we always have your best interests at heart, without exception.
A network of related financial planning professionals ensures no item is missed. We can bring these professionals to you, or we can work in tandem with your existing advisors in order to achieve your goals.