Financial Planner serving clients from South Surrey/White Rock to Burnaby, Vancouver... and beyond

"Carey's style of interacting with me has involved the rare combination of business-like efficiency coupled with the ease of talking to a friend. I've been impressed with his financial knowledge and very much appreciated the promptness with which he replies to e-mails and phone calls."

Les Peters, Teacher - client since 1999 (South Surrey / White Rock, B.C.)

"My wife and I enjoy working with Carey Vandenberg. Carey offers a lot of true wisdom when it comes to financial matters. He is a man of integrity and I highly recommend him."

John Tsang, Pastor, Richmond, BC - client since 1997

"I like your approach to making my funds grow at a steady pace. Who needs the wild swings which only cause indigestion and sleepless nights. I can call you at any time to ask your opinion and advise."

Allan Davidson, Marketing Manager, Teck Corp., Vancouver, B.C. - client since 1995

"After talking to many people about their financial advisors, Carey is one of the most compassionate, and customer oriented individuals I've known."

Ron Modi, Client since 1988 (North Vancouver, B.C.)

Testimonials and....

Our "ATTENTIVE - ATTUNE - ATTAIN" Mission Statement

On our introduction page www.careyvandenberg.com I make reference to Mike Holmes on what he does in the home renovation business. In Mike Holmes' work that you see on TV he first talks in depth with the home owners he will be working with. He wants to really understand what their needs are. He wants to do the best job possible and recognizes that only with listening that he will be able to achieve that.

ATTENTIVE - Paying close attention to something; diligent in attending to the comfort or wishes of others

Mike Holmes deeply cares about the relationship. He does what he does because he cares about the people he works with and he knows how much the people he is working for rely on him to make things right. That is what drives him to do the best job possible.

ATTUNE - To bring into a harmonious and responsive relationship.

He works through trials and bumps along the way but in the end he walks with the homeowner through their completed home and celebrates with them in being able to attain their end goal, together.

ATTAIN - Succeed in achieving; to arrive at, as by virtue of persistence.

These 3 words are summed up in our Mission Statement which says...

We will listen carefully to what you are saying
and be attentive to your desires as well as your fears
so together we can build and enjoy
a harmonious and responsive relationship
attaining your life's dreams and through that
we will be attaining ours.

Enough said about what we say we live by. Here are what a few of our clients say. This should tell you if we are doing that for our clients and ultimately for you...

I have always appreciated Carey's approach and he's very well informed. Carey has saved my wife Sherry and I thousands over the years. Also, he's always happy to talk to my client's I refer to him for their financial questions and to review their financial situation without them feeling obligated. I highly recommend Carey if you are looking for a Financial Planner.

Ron Wall, Re/Max Realtor (South Surrey / White Rock B.C.)

I like your approach to making my funds grow at a steady pace. Who needs the wild swings which only cause indigestion and sleepless nights. I can call you at any time to ask your opinion and advise.

Allan Davidson, Marketing Manager, Teck Corp., Vancouver, B.C. - client since 1995

Carey has been my financial planner since 1989, when I moved to Vancouver. Since then he has been providing me with sound financial advice. I am particularly impressed by two things about him. One is his professionalism. He is very knowledgeable about what he has been doing and I totally depend on him in terms of managing my financial matters. The other is his respect to his clients. In spite of my modest portfolio, he always showed his interest and gave me options to build a better portfolio. I would recommend Carey to anyone.

Tomoko Kakehi, Successfully Retired UBC Librarian (Richmond, B.C.)

I have been a client of Carey Vandenberg since 1992, and have been very impressed with his ability to combine an extremely high level of professionalism, with a genuine warmth and caring for my needs. From the first day I met Carey, he has treated me with respect and has offered me a level of service I did not think would be available to someone with a portfolio as modest as mine was. I can wholeheartedly recommend Carey to any of my friends or acquaintances.

Sean Lewkiw, (Vancouver, B.C.) (Note: Sean won an Oscar for Best Visual Effects on The Lord of The Rings Movie)

In 1994, Carey set up, and continues to manage my whole RRSP and investment portfolio. Beyond the obvious benefits of having Carey do the research and ensure the diversification necessary to maintain solid returns on my investments, I have been continually impressed with his ability to work within my comfort-level. Carey regularly presents me with investment options, explains them in terms that I can understand, giving me the information that I need to make the final decision. Carey has earned my trust over the years, and I would recommend his services to anyone.

David Mosher, Vancouver, BC

Carey's style of interacting with me has involved the rare combination of business-like efficiency coupled with the ease of talking to a friend. I've been impressed with his financial knowledge and very much appreciated the promptness with which he replies to e-mails and phone calls.

Les Peters, Teacher - client since 1999 (South Surrey / White Rock, B.C.)

Although I pride myself on having a good knowledge of financial matters, when it comes to my own finances, I trust in the professional financial management services provided by Carey Vandenberg. Carey has taken the time to get to know me and my financial goals. He has access to financial alternatives that have fit well in my portfolio and his reliability and thoroughness give me the confidence not to worry about the day-to-day management of my financial portfolio, which has grown surely and steadily despite the ups and downs of the marketplace. So just as a doctor shouldn't be his own patient, or a lawyer his own client, I am not my own financial advisor - I leave that in Carey's capable hands.

Jim Slater, CEO, Diagnostic Services Of Manitoba Inc. - client since 1991 (Winnipeg, Manitoba)

My wife and I enjoy working with Carey Vandenberg. Carey offers a lot of true wisdom when it comes to financial matters. He is a man of integrity and I highly recommend him.

John Tsang, Pastor, Richmond, BC - client since 1997

I'm satisfied with the service that I have been receiving. The investments that you recommended are doing well and your newsletter is very informative. I know that you would contact me if anything needs to be adjusted. If I have any questions or concerns you are only a phone call away!

Patty Wong, Elementary School Teacher - client since 1991 (Merritt, B.C.)

We have been with Carey Vandenberg since 1991 and have complete faith in him. Carey is trustworthy, ethical, and easy to talk to. We are most impressed with how knowledgeable he is about the financial world. I usually have some kind of hesitation when I recommend a particular a business or individual but I would highly recommend the services of Carey Vandenberg

Ken & Sandy Yun, Richmond, BC

After talking to many people about their financial advisors, Carey is one of the most compassionate, and customer oriented individuals I've known.

Ron Modi, Client since 1988 (North Vancouver, B.C.)