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Contact Us

Jed Brezer
Greg Vos
David Mandell
Marion Reems
Kenzy Ho
Samantha Scott

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Excellent Service

 
Continuous Contact:

On an ongoing basis, you will receive comprehensive information from us to keep you informed and up to date with your portfolio and wealth plan. We are equipped with a committed, experienced and client focused team to ensure your needs are being met quickly and efficiently.

What you can expect from us:
 
  • Pro-active meetings conducted quarterly, semi-annually, or annually, preferably face-to-face but also remotely using current technology. We set the meetings with you based on your preference.
  • We provide ongoing advice and co-ordinate the "financial ecosystem.” We want to ensure you are comfortable.

Our meetings include:

1. Providing a Financial Vision document that clarifies your financial goals.

2. Providing a Client Engagement Roadmap that crystallizes expectations.

3. Providing comprehensive Wealth Management solutions.

4. Leveraging a sophisticated investment process to optimize risk/return balance.

5. Delivering quick and effecient services as a team.