Click on the Upload link above to upload your documents securely!

Covid19 Protocols

At NextLevel, we're doing our part to flatten the curve and this means physical visits to our office are not required in most cases.


We are open and equipped to provide full service via phone, email, online solutions and online meetings. We are ahead of the pack with online solutions and electronic signature platforms, so we remain committed to maintaining our high level of service.

Meeting in-person? ...no problem - we ask you adhere to the following safety protocols:

  • Use the hand sanitizer on the front counter when you arrive.
  • Stay 2 meters (6 feet) apart from the NextLevel team/staff.
  • Masks are optional, however, if you must cough or sneeze, cover your face with your arm/shoulder.
  • If you have traveled, been ill or currently have a fever, cough, fatigue, etc. or you have been in contact with someone who has traveled or been ill recently, please reschedule an online meeting.

Need to Schedule an Appointment?

- Call (604) 795-4505, email terri@nextlevelbc.ca or email your advisor directly.

Need to Send Documents to Us?

Do we need tax or other documents from you? Please use the Upload Files option in the top left corner.

  • Click Upload Files
  • Enter your email address and optional message
  • Choose files to upload
  • click 'send this file' and your documents come to us in a secure fashion.

Thank you,

NextLevel Financial

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