Skyward Financial | Investing and Insurance Experts

What can we help you with today?

At Skyward Financial, we educate, plan, and advise to help you develop the situation you’ve always wanted.

Get educated

Attend our 1-on-1 education sessions to start your financial literacy journey.

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Meet with an advisor

From saving and budgeting to banking and investing, we are here to help.

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Connect with us

Get in touch with us about anything and everything finance.

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Not sure where to start? Here’s a quiz to help you out!

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Through our free remote education and advising, we’ll help you create a financially secure future.

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Start your journey towards financial independence.

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Meet your financial advisors

Tara and Curtis are both licensed professionals, empowering everyday Canadians through financial education, planning, and advising.

Tara Lalehparvar

Co-Owner
Education Lead

Curtis Holt-Robinson

Co-Owner
Corporate Lead

Get to know your advisors.

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We are proudly Canadian

Skyward Financial is headquartered in Vancouver, BC and works with clients Canada-wide.

Happy clients, happy life

“There are many uncertainties when it comes to planning for the future. At Skyward Financial, Curtis took the time to build rapport and support my financial interests. They also covered the spectrum of financial planning, from investment management to estate planning.

‍Overall, I felt comfortable discussing my financial goals and more confident about meeting my financial needs in the future.”

Hector V., Client

"I have been with Skyward Financial more than a year the name tag which I can think of them is “RELIABLE”.
Always easy to work with and understand.
‍
Curtis makes things flow things smooth.
‍
Definitely a good option for the people who are looking options to invest."

Saqib T., Client

"Excellent!!!

I personally worked with Curtis for the past year as he helped me set up some finances, he is an excellent individual that is well educated, kind, and patient.

The company is amazing and is built to help people understand and manage their own. In my experience, this organization is trustworthy and transparent."

Julia H., Client

"Curtis and Tara are the most heart-warming people; they truly have the client's best interest at heart. They are wonderful people, professional, straightforward (in the best way), and transparent.

I loved the free educational sessions, and so happy I have Curtis and Tara to help me confidently navigate finances and investments - and in a realistic way. Exceptional service, Google needs more stars for them!"

Grace M.W., Client

Happy clients, happy life

“There are many uncertainties when it comes to planning for the future. At Skyward Financial, Curtis took the time to build rapport and support my financial interests. They also covered the spectrum of financial planning, from investment management to estate planning.

Overall, I felt comfortable discussing my financial goals and more confident about meeting my financial needs in the future.”

Hector V., Client

"I have been with Skyward Financial more than a year the name tag which I can think of them is “RELIABLE”.
Always easy to work with and understand.
‍
Curtis makes things flow things smooth.
‍
Definitely a good option for the people who are looking options to invest."

Saqib T., Client

"Excellent!!!
‍
I personally worked with Curtis for the past year as he helped me set up some finances, he is an excellent individual that is well educated, kind, and patient.

The company is amazing and is built to help people understand and manage their own. In my experience, this organization is trustworthy and transparent."

Julia H., Client

"Curtis and Tara are the most heart-warming people; they truly have the client's best interest at heart. They are wonderful people, professional, straightforward (in the best way), and transparent.

I loved the free educational sessions, and so happy I have Curtis and Tara to help me confidently navigate finances and investments - and in a realistic way. Exceptional service, Google needs more stars for them!"

Grace M.W., Client