Company Description

The Glen Naylor Financial Group was the brainchild of Glen Naylor. The company came into existence January 2011. Glen has worked in the financial services industry in the Cowichan Valley for the past 18 years and wanted to develop a company whose sole goal was to provide professional insurance advice to its customers. ?Too often, as financial advisors, we get focused on building wealth and forget about protecting wealth.?

To that end, one of the main focuses of The Glen Naylor Financial Group is to specialize in Estate Planning and Business Succession strategies for owners of private corporations. ?There is a huge void in the insurance industry when it comes to the transfer of wealth and businesses to the next generation.? Our company is committed to filling this void by providing our customers with advisors that have extensive experience in this often overlooked field. We have fostered excellent working relationships with the legal and accounting community in the Cowichan Valley and continue to promote a team attitude towards financial planning.

As the exclusive advisor for the Chambers of Commerce Group Insurance Plan, we also provide businesses with access to one of the best Employee Benefit packages in the country. Our advisors take pride in the face to face service we offer to our customers. As many other companies move towards large call centers staffed with faceless operators or automated systems, we want to offer our customers an alternative to sitting on hold.

We look forward to working with our customers for many years to come, and are committed the highest level of customer service.

Products & Services

Business Succession ,   Estate Planning ,   Financial planning ,   Reporting ,   Plan Flexibility ,   Employee Group Benefit Programs ,   Employee Benefit Packages ,   Improved Cash Flow ,   Insurance Advice ,   Cost Control ,   Finding a benefit plan approach that works