Cambria Wealth Management

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Cambria Wealth Management CAMBRIA WEALTH

10/25/2026

Dentists, your practice depends on more than the equipment inside your office.

If you’re unable to work, the financial impact can extend far beyond lost income. Protecting your practice means considering the people, revenue, and future that keep it running.

Have you and your business partner discussed what happens if one of you can no longer work?

Send this to your business partner. It’s a conversation worth having.

10/23/2026

A high income doesn’t automatically translate into long-term wealth.

Building wealth means having a strategy to preserve what you earn, grow your assets, and plan how they’ll support your future.

Cambria Wealth helps professionals turn today’s income into tomorrow’s financial security.

Send this to a high-income professional planning for the future.

10/21/2026

Building a successful dental practice is one thing. Turning that success into long-term financial freedom is another.

For incorporated dentists, the right financial strategy can help connect your hard work today with the future you want for yourself and your family.

At Cambria Wealth, we help professionals plan beyond their income.

Comment “FREEDOM” to start the conversation.

No matter how busy life gets and how demanding our careers become, we must never lose sight of our Audience of One. What...
10/20/2026

No matter how busy life gets and how demanding our careers become, we must never lose sight of our Audience of One.

What an incredible night of worship at Village Church ! A beautiful reminder to refuel our spirits in His presence.

Because at the end of the day, success means little if we lose sight of the One we do it all for.

10/19/2026

Your accountant is essential, but accounting and financial planning serve different purposes.

For incorporated doctors and dentists, aligning your accountant, lawyer, and financial planner can help bring your tax strategy, wealth goals, and long-term plans together.

At Cambria Wealth, we believe collaboration is key to building a more coordinated financial future.

Save this for your next planning meeting.

10/17/2026

Your business depends on you. Is your income protected if you can’t work?

As a realtor, your expenses don’t stop when your income does. Make sure you have a plan to help protect what you’ve worked hard to build.

DM “INCOME” to Cambria Wealth Management to review your coverage.

10/17/2026

3 easy ways to start talking money.

Money conversations don’t have to be uncomfortable. Start with these three questions:

1. Ask your partner what financial security means to them.
Is it owning a home, being debt-free, or having savings? Understanding each other’s priorities helps you build goals together.

2. Share one money win with a friend.
Paid off debt or started investing? Sharing progress can inspire others and make money conversations feel more natural.

3. Ask a parent what they wish they’d known about money.
What would they do differently? Their experiences could offer valuable lessons for your financial future.

Better financial decisions start with better conversations.

10/17/2026

Helping more Canadians turn homeownership dreams into reality!

Yesterday, Jay had the privilege of speaking to our top realtors in the Fraser Valley.

The conversation focused on how the Home Buyers’ Plan (HBP) and strategic RRSP loan planning may help eligible first-time homebuyers bridge the down payment gap.

At Cambria Wealth Management, we believe that empowering realtors with financial knowledge means helping more families explore pathways to homeownership.

Thank you to our wonderful hosts Andy and Sarah Murrick Insurance Services and the Essence team; for bringing together professionals who share the same goal: helping more Canadians own a home!

(RRSP loans and HBP withdrawals are subject to eligibility requirements. Borrowing to invest involves risks and may not be suitable for everyone)

10/15/2026

Incorporated dentists and physicians: the Capital Dividend Account (CDA) is worth understanding.

Certain life insurance proceeds can create a CDA credit, potentially allowing a private corporation to distribute funds to shareholders tax-free, subject to applicable rules.

Understanding how the CDA fits into your corporate and estate planning strategy can help you plan for the future.

DM “CDA” to Cambria Wealth to explore your options.

10/15/2026

Retirement planning for physicians starts long before your final patient.

From managing corporate assets to funding retirement and planning your legacy, the right strategy can help align your finances with your future goals.

At Cambria Wealth, we help medical professionals plan beyond their practice.

Send this to a doctor who needs to start thinking about retirement.

Address

15117 101 Avenue , Suite 210
Surrey, BC
V3R7V4

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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