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.
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.
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
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
"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."
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."