There's Strength in Numbers

As one of the largest and most experienced wealth advisory and investment advisor teams in Canada, we offer complete financial planning solutions and strategies to keep our clients one step ahead. 

We are committed to building long-term relationships with our clients so we can understand their goals and provide advice focused on what matters most to them, now and in the future.

Based in Kamloops, our team offers a truly unique set of skills and expertise that we leverage on behalf of our clients to provide tailored financial advice and investment management.

 

Meet our team

 

What We Do

  • Wealth management and retirement planning
  • Investment and portfolio management
  • Estate and Insurance planning
  • Business and succession planning
  • Tax planning
  • Strategic philanthropic planning
  • Trust set up and management
  • Private Banking and complex lending

What We Believe In

  • An exceptional client experience
  • Education for clients and ourselves
  • The importance of planning and goal setting
  • The art of listening and building long-lasting relationships

Who We Work With

Our clients are busy families, business owners and professionals who value the time-savings, advice, and financial planning that our team offers. From saving for retirement to selling a business or estate planning, we guide our clients through financial decisions and complex situations towards their goals and outcomes they hope to achieve. With in-house tax, accounting, legal and philanthropic expertise, we collaborate with other professionals on our client’s behalf to ensure all aspects of their wealth management are in place.


Contact Us for a Free Consultation