Wealth management is about much more than money.
True wealth is your ability to live the kind of life that you want, to reach the goals that you have envisioned for yourself, your family and your business and to create a legacy for the future that reflects your values.
We can demonstrate a solid and consistent return on investment track record with our preferred client base of 200 clients.
We have the experience and expertise to provide a wealth management plan, including a customized, tax efficient investment portfolio, to meet your goals. We invest our personal portfolios the same way.
Peace of mind comes from taking control of your financial future. Our team is committed to ongoing, proactive and regularly scheduled review. New clients are introduced to us by referral.
What Our Clients Say
"I wanted to thank you again for the time you spent with me going over my financial affairs. Your concern over my welfare was so much appreciated and I feel so confident with your advice.”
"For the first time in my many years of portfolio management you have given me the impression that you genuinely care about how this all turns out for "me”. As Warren Buffet has said with respect to the CEO’s who run his businesses: "Your first priority is to manage things in the best interest of your shareholders. The second priority is to remember the first.” You exemplify this credo with honour and I appreciate that deeply.”
"It's Income Tax time and I have just finished adding up my expenses for the past year and calculating all my cash assets. Much to my surprise after being in assisted living for six years my assets far exceed my expectations. So please accept my sincere thanks for the way you look after me - handling and investing my affairs so well. I appreciate your concern for me."
"I want to thank you for meeting with me and keeping in touch so well. I do appreciate the time you take to keep us informed and up to date on our situation. From time to time I have read articles describing just what one's investment advisor should be doing and I have to say that they read like a description of the services you and your team provide. Perhaps you are giving courses in these things. So, many thanks for that."
"Thank you very much for doing such a great job with my accounts. I also appreciated your time and expertise in answering all my questions."
"We want to thank you very much for your care, time and clarity in our discussions. You are both exceptionallly skilled in explaining financial information and we are grateful for all your efforts on our behalf."
"It has been my pleasure to deal with Ali and all members of her team at Nesbitt Burns. Hopefully I will have occasion to correspond with you again in the future with regards to other mutual clients." - Ray Mayes, Sabo Jang & Co. Parksville, B.C.
"Thank you so much for all you do for me. You are a great financial advisor and pleasant! I always appreciate your company, your competence, your style and admire your various expressions of "giving back" to your community. Your referrals have always been great."