How We Help Our Clients
Three core service areas — each one tailored to your actual needs, reviewed by the numbers, with no unnecessary products or pressure.
Employee
Benefits
Benefits that fit your team, whether you have 5 employees or 250.
✓ Group Health & Dental Benefits
✓ Health Spending Accounts (HSA)
✓ Group Retirement Plans
✓ Plan Reviews & Benchmarking
Corporate & Business Insurance
Coverage built around your operation, protecting you where it counts.
✓ Key Person Insurance
✓ Buy-Sell Agreement Funding
✓ Succession Planning
✓ Corporate-Owned Life Insurance
Personal Insurance & Estate Planning
Because protecting your
business is only half of the picture.
✓ Life & Disability Insurance
✓ Critical Illness Coverage
✓ Estate & Wealth Transfer Planning
✓ Long-Term Care & Travel Insurance
The Practical Problem
You’re running a business, managing employees, and trying to figure out the right coverage on your own — without knowing if you’re overpaying, underinsured, or missing something altogether.
The Emotional Weight
It’s unsettling. You’ve put years into building this business, and the thought of being one bad break away from a serious financial problem keeps you up at night.
What's Fair
You’ve done the hard work. You shouldn’t have to guess whether your family and your business are actually protected.
Kevin A. Jones
FMA, CFSB, CHS, CLU
30+ Years in Financial Services
Clear, Honest Guidance for Your Business and Your Family
After 30 years of working with business owners across the Fraser Valley, I’ve seen what happens when people have the wrong coverage — or none at all. I started BTN Financial Services because I believe you deserve an advisor who puts your needs first, every single time.
- ● 30+ years helping BC business owners protect what matters most
- ● Designations: FMA, CFSB, CHS, CLU — specialized in business and corporate insurance, employee benefits, and personal life, disability, and critical illness coverage
- ● Contracted with 20+ leading Canadian insurance carriers
- ● Based in Chilliwack, serving clients across British Columbia
“My approach is simple: I look at your numbers, identify what you actually need, and give you my honest recommendation. If you don’t need it, I won’t recommend it. That’s how I’ve kept clients for decades.”
Getting the Right Coverage Doesn’t Have to Be Complicated.
Three straightforward steps. No jargon. No pressure.
Book a Meeting
We sit down, learn about your business and your goals, and identify where the gaps are. No pressure, no obligation — just a straight conversation.
Review Your Options
We walk through your options together, what fits, what doesn’t, and what you can skip. You get a clear, honest recommendation you can actually understand.
Move Forward with Confidence
Once you’re comfortable, we put the right plan in place. And we’re here for the long haul — reviewing your coverage as your business grows.
Let’s Find the Right Fit.
No obligation. No jargon. No pressure. Just a straight conversation about what you need and what you don’t.
Or call us directly: (604) 393-7790 | Toll-free: 1 (877) 793-7790
Without the Right Coverage in Place…
These aren’t scare tactics. They’re the situations Kevin has helped hundreds of business owners avoid. The difference between being caught off guard and being prepared comes down to one honest conversation.
What Life Looks Like with the Right Plan.
Imagine knowing exactly where you stand. Your business is covered. Your employees have benefits they actually value. Your family is protected. And you didn’t have to become an insurance expert to get there, you just had to sit down with someone who gave you the straight goods, by the numbers.
Real Answers
Clarity on what you have, what you need, and what you can stop paying for.
A Plan That Evolves
Coverage that’s reviewed and adjusted as your business grows.
Stronger Teams
Employees who feel valued and stick around because of strong benefits.
Peace of Mind
Knowing your family and business are protected, no matter what.
“Kevin sat us down, looked at our numbers, and told us exactly what we needed — and what we didn’t. No pressure, no upselling. We’ve been with him for 15 years and wouldn’t go anywhere else.”
“We were paying for coverage we didn’t need and missing coverage we did. Kevin sorted it out in one meeting. That’s the kind of advisor every business owner deserves.”
Ready to Know Where You Stand?
One conversation. Real answers. No pressure. Let’s look at your numbers together.
Or call us directly: (604) 393-7790 | Toll-free: 1 (877) 793-7790