In today’s busy, complex and sometimes confusing world, making the right investment choices has never been more important, or more challenging. Professional guidance is increasingly vital to achieving financial security and peace of mind. Since 1989, our experienced team has become well known throughout the Lower Mainland for practicing comprehensive wealth management with high-net-worth individuals, retirees, professionals, and corporations. We have extensive experience in wealth creation and preservation through advanced tax and estate planning strategies, providing the necessary capital and lifestyle sustaining income throughout a client's lifetime and beyond.

Our business is about people. It is about the hopes, aspirations, and dreams of Canadians.

  • It is about helping retirees live with comfort and confidence;
  • It is about helping parents open the doors of opportunity for their children;
  • It is about helping a family buy their dream home;
  • It is about entrepreneurs succeeding in their business;

Our team’s highest priority is that of improving the lives of clients through sound financial solutions. You are invited to contact us for a complimentary, no-obligation evaluation.

Meet Our Team Members