Craig helps families, individuals, and business owners have conversations about financial security planning, insurance, savings, retirement planning, and estate planning.
Craig Cochran, LLQP, is an Insurance Advisor and Investment Representative. He has been licensed and building his business in British Columbia’s financial planning industry since 2015.
He works with families, individuals, and business owners as they pursue and protect their financial goals. Craig’s stated planning areas include financial security planning, insurance, investing, savings, retirement planning, and estate planning.
Craig’s approach focuses on building long-term financial plans tailored to clients’ goals and time horizons.
Since 2021, Craig has served clients remotely across British Columbia and remains available for in-person meetings in Vancouver. He values ongoing client relationships and revisits planning needs as circumstances change over time.
Outside his professional work, Craig is a minor-hockey volunteer and coach in North Vancouver.
Craig’s stated areas of planning include insurance and financial planning conversations designed around changing needs and goals.
Conversations about financial security planning and the role insurance can play in protecting financial goals.
Insurance planning for individuals, families, and business owners.
Planning conversations that include savings and investing objectives.
Retirement planning discussions that connect current decisions to longer-term priorities.
Estate planning conversations as part of a broader financial planning process.
Learn more about insurance, retirement planning, and estate and legacy protection through Dundas Wealth resources.
Explore educational resources to help you prepare for an insurance planning conversation.
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Discover planning content that can help frame your retirement priorities and next steps.
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Review resources related to estate and legacy protection planning.
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