Serving the quietly wealthy.

You’re in valuable company.

From our office in White Rock, we advise a loyal group of affluent Canadians and their families, who have all achieved outsized success as business owners and leaders. Our decades of stewardship—managing every detail from pre-liquidity to post-retirement, with services tailored to their complex wealth—has afforded us privileged insight into their wants and needs, and how to serve them best.  

What did many of them have in common when they started working with us?  They had unnecessarily and unknowingly tolerated mediocrity in their wealth strategy, missing out on the tax strategies and investment opportunities they could be tapping into, working with advisors who were good with good enough.

We strive for excellence, just like our clients do.

 

How will you know if you’re a good fit?

 

You value expert advice—that is tied to action, delivers clear value, and suits your needs.

 

Time is your most limited resource. You need big picture understanding, and unburdened execution.

 

You want to make the most of your wealth. There's no room for mediocrity or missed opportunities.

 

It’s not about the sizzle, it’s about what’s at stake: You want what’s best for you and your family.

 

 

Although our clients share many goals and values, we tailor specific services to meet their unique needs.

Business Owners

  • Corporate structure and tax considerations.
  • Creating liquidity for retirement.
  • Succession planning.
  • Preparing for a liquidation event.

 

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C-Suite Executives / Professional Partners

  • Managing deferred compensation and restricted stock options.
  • Diversification strategies.
  • Maintaining lifestyle post-retirement.

 

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Multigenerational Family Wealth / Family Enterprises

  • Guidance for the next generation.
  • Trusts and estate planning.
  • Family legacy preservation.
  • Collaboration with Family Offices

 

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