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1959, 152 Street
White Rock, BC
'The ultimate measure of a man is not where he stands in moments of comfort, but where he stands at times of challenge and controversy.'
~ Martin Luther King, Jr
Investment counsel, hands-on engagement and rigorous attestation for the high net worth client
"The discerning clients with whom we work expect a Respectful, Critically minded, Compassionate, Innovative and Adaptive Wealth Counsel Group who puts their clients' interests first. And, who is willing to take the lead role in organizing and driving their financial affairs towards achieving their goals."
~ Christine D. Fortin
We possess a global expertise that is unheard of in the private wealth counsel marketplace. Having the benefit of managing money overseas and in Toronto for large multinational corporations and pension plans provides us with a distinct advantage over our peers. There is a measureable value associated with this that our clients could not obtain anywhere else. We thoroughly scrutinize oversee and implement wealth strategies for select families. Our globally experienced team is multi-faceted with over 170 years of Economic, Investment, Financial Planning, Banking and Estate Planning Experience.
We have a strong set of Core Values; they are everything we stand for. Our Business Beliefs are our guiding principles of meticulous wealth counsel.
Our office is a welcoming and vibrant environment where our team members feel comfortable contributing their creativity and expertise. We encourage and respect diversity of opinion to maintain a team environment which is second to none. Our respect and commitment to each other and to our clients is exceptional.
Our team experiences the rewards created through exceptional team results that continually earn the respect and admiration of our peers.
Our clients experience a calm confidence knowing their ever evolving financial concerns are resolved by a team that is sensitive to changing needs, enormously respectful, clear, unabashedly detailed and critically minded.
New clients accepted by referral only
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