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Contact Us

Ali Edgell
Fiona MacDonald

Tel: 250-361-2409

Address
730 View Street, 10th Floor
Victoria, BC
V8W 3Y7
Map

Our 4-Step Process

Our wealth management process includes:
  • discussion about family

  • financial planning, including income and asset preservation and answering the question: 'How much money do I need?'

  • tax aware, active investment portfolio management

  • retirement planning

  • estate planning

  • philanthropic advice
 
Our 4-Step wealth management process:
  1. We consult with you to discover what is important. We
    help you to envision your future and answer the important questions.


  2. Once we have identified your short, medium and long-term
    goals and requirements, we help with prioritization
    and specific advice to meet your goals.


  3. We develop an overall financial plan and help you implement it.


  4. We commit to proactive regular review of your financial
    plan and performance.