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Dream. Plan. Enjoy.

Growing & protecting your wealth through personalized financial planning.

Hi I'm Kara Day! Financial Planner

Whether it’s laying the groundwork for your dream retirement on a warm beach, offering strategies to pay down your mortgage faster, or helping you understand your money — I’m by your side every step of the way. Think of me as your financial spotter, keeping your money safe and strengthening your financial muscles to reach your goals and achieve the lifestyle you want.

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Kara Day Financial Planner Vancouver, BC

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Top 12 Wealth Building Strategies

Top 12 Wealth Building Strategies

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Why choose Kara:

Why choose Kara? Comprehensive Financial Planning

Comprehensive
Financial Planning

Financial planning is more than just investment planning. I take a holistic approach by looking at all areas of your finances and how they work together. I’ll work with you to build a personalized, comprehensive plan.

Why choose Kara? Financial Education

Financial
Education

You mean far more to me than an investment portfolio. From helping you understand the complexities of investments & insurance to empowering you to make smart financial choices, client education is at the core of my approach.

Why choose Kara? CFP Professional & Fiduciary

CFP Professional
& Fiduciary

CFP certification is considered the gold standard for the financial planning profession worldwide. We follow a strict code of ethics and have the utmost responsibility when it comes to putting our client’s best interests ahead of our own.

Testimonials

Developing strong relationships is the foundation of my success and I am privileged to have worked with some amazing clients over the years. I care deeply about the relationships we’ve built which have been based on mutual trust & respect. Here is what some of my clients have to say:
My husband and I have been working with Kara since 2007. Kara is extremely knowledgeable and is always there to answer our questions so that we might make informed decisions about our finances. She makes sure to understand our goals so she can offer solutions that meet the evolving needs of our family. And, as a business owner, I appreciate that she takes the time to discuss strategies with my accountant so we know we’re making the most tax efficient choices. She has provided our family with the financial security and peace of mind knowing that we will be okay for our future no matter what life throws at us. We are extremely grateful to have met Kara and are happy to say we are living the dream thanks to her invaluable advice!
Amber L
North Vancouver, BC
I was talking to my daughter one day about wanting to retire but I wasn't sure if I could make it happen; she told me to call her financial planner, Kara Day. My daughter sent the introduction email and my journey with Kara started there and I haven't looked back once! Kara is very knowledgeable and willing to explain everything in detail. Kara explained things to me that my other financial planner never did and I'm sorry I wasted my time with them. She took the time to get a deep understanding of my needs & wants and provided a clear path I can be confident with. I can now sit back and do the things I've always dreamed of doing. I highly recommend Kara. She will help you reach your goals if you are just starting out or she will make your dream of retiring come true.
Anita B
Grimsby, ON
I highly recommend Kara to any serious investor looking for personalized financial planning advice. Kara applied her deep knowledge of asset management to develop an optimal strategy for me to achieve my retirement goals. Unlike other financial planners, Kara does not develop a plan with you and disappear. She takes a proactive approach and regularly updates me on my current financial circumstances and identifies opportunities. I trust Kara’s recommendations, and I am confident she is providing me with the best professional advice to meet my objectives.
Karey B
West Vancouver, BC
I’ve been working with Kara as my personal financial planner for two years. Her detail-oriented approach gives you an opportunity to expand on your financial education from where you’re at and build as necessary from there. From brand new, to mild experience to very experienced; regardless you’ll walk away with a larger understanding of what proper financial planning is, what she can do for you, and even more importantly what you can do for yourself. Kara puts you in the driver seat and helps guide you while providing all the information you need to make decisions that work for you and that you feel good about. Thanks to Kara I’ve not only increased my knowledge of the financial world but she has helped lead me to make better decisions.
Tara M
Nelson, BC

Let’s Connect!

  • Book your free, no-obligation information session.
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  • Just have a question?

Email, call or text 604-401-2005

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    Worldsource Financial Management Inc. logo

    Mutual funds and segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and related services are offered through Karalyn Day.

    Disclaimer and Privacy Policy.
    Worldsource Financial Management Inc. logo
    Mutual funds and segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and related services are offered through Karalyn Day.
    Disclaimer and Privacy Policy.
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