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We Care about our Clients

Discover how to maximize your financial well-being

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Protect Your Assets

Custom insurance strategy for your thriving business.

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More Than Just Insurance

Custom financial solutions that grow with your needs

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Decades of Our Experience

Celebrating 25 years of excellence with our team

About Karl Jung Financial Services

Karl Jung Financial Services Ltd. is an independent insurance & investment brokerage firm, which has been family owned and operated in Gibsons, BC for the past 25 years. Whether you are located on the Sunshine Coast, Vancouver Island, the Lower Mainland, or the Okanagan, we can serve clients throughout BC. Your location is no longer a limitation in doing business with us and getting the best financial advice

Core Services

Families, Individuals & Professionals

Life Insurance & Mortgage Insurance

Do you need life insurance to cover a mortgage or provide income replacement for your spouse and and/or children? Do you have concerns regarding estate planning or making a meaningful charitable donation in your memory? We will ensure the life insurance solution we design is the correct type of policy, with the right amount of insurance to accomplish your objectives. We currently broker with 11 different Canadian life insurance companies, and we will guide you through the underwriting process whether this is your first policy, or a more complicated situation needing our 50+ years of underwriting experience.

Disability & Critical Illness Insurance

Invest in a policy that will protect you financially in the event of devastating injury or illness. We recommend only the best income replacement insurance products on the market that include benefits and guarantees that are iron clad, so you never have to doubt the quality of the contract you purchased.

Investment Products & Services

As brokers we offer a full suite of investment products suitable for any risk tolerance. These products can be held inside a TFSA, RRSP, FHSA, RESP or non-registered investment portfolio. We will guide you to stay on track with your financial objectives; be it saving for your first home purchase, creating the retirement lifestyle you envision, or building generational wealth

Business Owners & Executives

Corporate Insurance Planning

Do you require life insurance to satisfy a business loan, protect a key employee, or are you looking at insurance to provide the funding mechanism for your buy sell agreement? We will collaborate with your team of professionals, including accountants and lawyers, to ensure you are not financially at risk due to premature death, or prolonged disability.

Group Benefits

We assist our small business clients with traditional group dental & medical plans, including alternative self-funded programs like the Private Health Services Plan or Health Spending Accounts. As brokers for small to medium sized businesses we can shop the market to find a benefit package that fits any budget. Lean on our extensive experience to negotiate the best package & rates for our clients.

Wealth Accumulation

For those interested in establishing a pension program for their employees we offer a full complement of registered pension plans that are tax deductible to the business. We can also assist with strategies to reduce taxes and invest your corporate surpluses. Permanent Life Insurance is a corporately owned, tax- deferred investment policy business owners can utilize for their own wealth accumulation, as an estate-planning strategy, or as part of a succession plan.

Let us help you choose the right plan either through an in-person meeting or a remote appointment

Contact Us