Tel: 604-443-1605

Address

BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
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Contact Us

Our Wealth Management Process




We know that your goals for the future go beyond investments.  The broader picture is often very complex, and many aspects of managing your wealth require special attention.
The Ben Andrews Wealth Management Group believes that proper planning needs a holistic approach.  We provide a realistic assessment.  Reviewing the bigger picture ensures that you have peace of mind and know that major components of your financial well-being have not been overlooked.
Estate planning, income and asset preservation, retirement planning, philanthropy and business succession are areas that can keep you awake at night.  As your trusted wealth management team, we help you develop financial solutions that make sense and that fit with your goals and risk tolerance.

Wealth Management is a Family Affair

You and your family

  • Family issues

    • Your financial security
    • Assisting your parents
    • Assisting your children or grandchildren
  • Protecting your lifestyle

    • Power of attorney
    • Disability income
    • Survivor income
    • Your personal healthcare
  • Investing for the future

    • Your overall savings strategy
    • Customized portfolio strategies
      • More involved in investment decision
      • Less involved in investment decision
  • Your retirement plan

    • Your retirement lifestyle plan
    • Your income options in retirement
    • Your company pension options
    • Transitioning away from your business
  • Creating a legacy

    • Distributing your assets
      • Your will and trusts
      • Preserving your estate
  • Philanthropy and giving back

    • Your giving strategy
    • Charitable giving
      • Private foundations
      • Donor advised funds